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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $50,273 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,179 | $89,652+1.7% | $141,191-35.4% | $65,185+39.9% |
| Participation rate | 73.9% | 74.7%-0.8pp | 82.5%-8.6pp | 70.2%+3.7pp |
| Annual return | 19.54% | 32.79%-13.3pp | 71.41%-51.9pp | 29.38%-9.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,199 | $5,691-26.2% | $6,710-37.4% | $3,514+19.5% |
| Admin fee / account holder | $335 | $569-41.0% | $10,264-96.7% | $847-60.4% |