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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $165,682 |
Service code 27 · EIN 46-1028567 | Advisory (Plan) | $54,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $31,461 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,892 | $75,183+183.2% | $123,894+71.8% | $55,167+285.9% |
| Participation rate | 91.6% | 72.8%+18.8pp | 81.4%+10.2pp | 69.0%+22.6pp |
| Annual return | 5.02% | 19.01%-14.0pp | 47.52%-42.5pp | 169.23%-164.2pp |
| Employer contribution / active EE | $2,971 | $2,823+5.2% | $4,617-35.6% | $1,963+51.4% |
| Participant deferral / active EE | $9,411 | $5,084+85.1% | $5,984+57.3% | $3,054+208.1% |
| Admin fee / account holder | $544 | $663-17.8% | $8,357-93.5% | $504+8.0% |