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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO Service code 51 · EIN 27-0058684 201 MAIN STREET · FORT WORTH, TX 76102 | Investment Mgmt Fees | $114,887 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT Service code 15 805 BROADWAY ST · VANCOUVER, WA 98660 | Recordkeeping | $1,850 |
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 | $47,344 | $54,558-13.2% | $76,002-37.7% | $74,546-36.5% |
| Participation rate | 99.1% | 60.3%+38.8pp | 69.1%+30.0pp | 67.2%+31.9pp |
| Annual return | 8.70% | 31.83%-23.1pp | 360.07%-351.4pp | 1366.03%-1357.3pp |
| Employer contribution / active EE | $5,033 | $1,778+183.1% | $2,688+87.2% | $2,624+91.8% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $4,257-100.0% | $4,347-100.0% |
| Admin fee / account holder | $407 | $2,232-81.8% | $6,414-93.7% | $1,944-79.1% |