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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $20,016 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,320 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,063 | $54,757+62.7% | $90,300-1.4% | $72,983+22.0% |
| Participation rate | 96.5% | 65.1%+31.3pp | 73.3%+23.2pp | 69.5%+27.0pp |
| Annual return | 18.60% | 30.63%-12.0pp | 78.11%-59.5pp | 81.01%-62.4pp |
| Employer contribution / active EE | $1,832 | $2,092-12.4% | $2,854-35.8% | $2,440-24.9% |
| Participant deferral / active EE | $6,883 | $2,887+138.4% | $3,884+77.2% | $3,608+90.8% |
| Admin fee / account holder | $310 | $3,972-92.2% | $5,353-94.2% | $5,124-93.9% |