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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $51,209 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,433 | $73,102+12.8% | $123,544-33.3% | $56,287+46.5% |
| Participation rate | 71.9% | 74.3%-2.4pp | 82.3%-10.4pp | 69.9%+2.1pp |
| Annual return | -3.05% | 3.01%-6.1pp | 119.20%-122.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $183 | $2,977-93.8% | $4,628-96.0% | $2,111-91.3% |
| Participant deferral / active EE | $4,338 | $5,423-20.0% | $6,426-32.5% | $3,350+29.5% |
| Admin fee / account holder | $360 | $554-35.0% | $9,284-96.1% | $521-30.9% |