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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $37,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,984 |
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 | $59,703 | $78,682-24.1% | $109,188-45.3% | $85,851-30.5% |
| Participation rate | 86.2% | 68.3%+17.9pp | 75.9%+10.3pp | 69.3%+16.9pp |
| Annual return | 12.68% | 25.09%-12.4pp | 25.76%-13.1pp | 318.63%-306.0pp |
| Employer contribution / active EE | $3,426 | $2,734+25.3% | $3,723-8.0% | $2,565+33.5% |
| Participant deferral / active EE | $3,705 | $3,468+6.8% | $4,654-20.4% | $3,952-6.3% |
| Admin fee / account holder | $457 | $5,470-91.6% | $6,755-93.2% | $6,261-92.7% |