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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $79,115 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $13,627 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 49 · EIN 48-1305000 | Other Services | $10,504 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $7,709 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $117,175 | $89,282+31.2% | $94,664+23.8% | $74,460+57.4% |
| Participation rate | 69.7% | 82.4%-12.8pp | 80.8%-11.2pp | 70.7%-1.1pp |
| Annual return | 42.63% | 25.96%+16.7pp | 156.84%-114.2pp | 34.38%+8.3pp |
| Employer contribution / active EE | $2,578 | $3,022-14.7% | $3,673-29.8% | $2,638-2.3% |
| Participant deferral / active EE | $3,696 | $8,425-56.1% | $7,417-50.2% | $4,530-18.4% |
| Admin fee / account holder | $366 | $219+67.4% | $7,222-94.9% | $348+5.3% |