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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 23-2384840 | Securities brokerage | $86,981 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,506 | $69,383-57.5% | $101,264-70.9% | $73,493-59.9% |
| Participation rate | 98.9% | 68.4%+30.5pp | 75.8%+23.1pp | 70.7%+28.2pp |
| Annual return | 6.69% | 18.46%-11.8pp | 46.48%-39.8pp | 28.51%-21.8pp |
| Employer contribution / active EE | $2,778 | $2,628+5.7% | $3,660-24.1% | $2,270+22.4% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $315 | $704-55.2% | $5,947-94.7% | $513-38.6% |