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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $15,349 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,152 | $89,248-27.0% | $136,007-52.1% | $74,546-12.6% |
| Participation rate | 78.6% | 69.4%+9.2pp | 76.5%+2.2pp | 67.2%+11.4pp |
| Annual return | 11.81% | 22.76%-10.9pp | 579.32%-567.5pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $1,553 | $2,838-45.3% | $4,215-63.2% | $2,624-40.8% |
| Participant deferral / active EE | $2,936 | $4,598-36.1% | $7,024-58.2% | $4,347-32.5% |
| Admin fee / account holder | $506 | $1,545-67.3% | $6,858-92.6% | $1,944-74.0% |