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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $12,472 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,519 | $80,138-27.0% | $130,231-55.1% | $71,495-18.1% |
| Participation rate | 75.2% | 71.0%+4.2pp | 76.3%-1.1pp | 67.9%+7.3pp |
| Annual return | 15.84% | 16.81%-1.0pp | 38.77%-22.9pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,425 | $2,834-49.7% | $4,126-65.5% | $2,589-45.0% |
| Participant deferral / active EE | $2,632 | $4,641-43.3% | $6,799-61.3% | $4,291-38.7% |
| Admin fee / account holder | $440 | $1,035-57.5% | $6,020-92.7% | $1,588-72.3% |