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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO Service code 51 · EIN 27-0058684 201 MAIN STREET · FORT WORTH, TX 76102 | Investment Mgmt Fees | $97,639 |
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 | $45,605 | $51,083-10.7% | $70,548-35.4% | $71,495-36.2% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.3%+31.7pp | 67.9%+32.1pp |
| Annual return | 17.07% | 42.64%-25.6pp | 32.78%-15.7pp | 28.85%-11.8pp |
| Employer contribution / active EE | $4,673 | $1,791+160.9% | $2,975+57.1% | $2,589+80.5% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,567-100.0% | $4,291-100.0% |
| Admin fee / account holder | $394 | $1,995-80.2% | $6,424-93.9% | $1,588-75.2% |