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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 51 · EIN 27-0058684 201 MAIN STREET · FORT WORTH, TX 76102 | Investment Mgmt Fees | $87,187 |
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 | $49,449 | $55,636-11.1% | $81,991-39.7% | $73,493-32.7% |
| Participation rate | 99.5% | 62.3%+37.2pp | 69.3%+30.2pp | 70.7%+28.8pp |
| Annual return | 18.41% | 19.07%-0.7pp | 41.31%-22.9pp | 28.51%-10.1pp |
| Employer contribution / active EE | $3,995 | $1,625+145.9% | $2,498+59.9% | $2,270+76.0% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $368 | $493-25.3% | $5,665-93.5% | $513-28.2% |