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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 51 · EIN 27-0058684 201 MAIN STREET · FORT WORTH, TX 76102 | Investment Mgmt Fees | $99,917 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,341 | $63,442-38.0% | $68,791-42.8% | $66,914-41.2% |
| Participation rate | 99.5% | 60.0%+39.5pp | 69.0%+30.4pp | 69.8%+29.7pp |
| Annual return | -18.68% | -8.29%-10.4pp | -6.38%-12.3pp | 1.58%-20.3pp |
| Employer contribution / active EE | $4,581 | $1,775+158.1% | $2,655+72.5% | $2,544+80.1% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,237-100.0% |
| Admin fee / account holder | $394 | $577-31.7% | $4,932-92.0% | $593-33.5% |