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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S. TRYON ST. 11TH FLOOR · CHARLOTTE, NC 28081 | Advisory (Plan) | $39,851 |
RANDALL & HURLEY, INC.3 years Service code 13 828 GREAT NORTHERN BLVD · HELENA, MT 59601 | Contract Administrator | $8,806 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,537 | $95,383+178.4% | $185,837+42.9% | $85,856+209.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.34% | 23.59%-7.2pp | 122.08%-105.7pp | 318.58%-302.2pp |
| Employer contribution / active EE | $11,719 | $3,313+253.7% | $5,168+126.8% | $2,565+356.8% |
| Participant deferral / active EE | $7,192 | $3,423+110.1% | $5,568+29.1% | $3,952+82.0% |
| Admin fee / account holder | $516 | $7,213-92.8% | $16,241-96.8% | $6,261-91.8% |