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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $41,608 |
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $34,307 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,125 |
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 | $39,671 | $59,220-33.0% | $96,570-58.9% | $79,391-50.0% |
| Participation rate | 89.8% | 61.9%+27.9pp | 69.8%+20.0pp | 70.7%+19.1pp |
| Annual return | 14.23% | 27.08%-12.8pp | 37.79%-23.6pp | 116.88%-102.7pp |
| Employer contribution / active EE | $2,455 | $1,216+101.8% | $2,357+4.2% | $2,428+1.1% |
| Participant deferral / active EE | $5,865 | $2,948+98.9% | $3,849+52.4% | $4,046+45.0% |
| Admin fee / account holder | $332 | $659-49.5% | $6,182-94.6% | $627-47.0% |