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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $20,761 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,812 |
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 | $92,097 | $60,128+53.2% | $90,440+1.8% | $79,852+15.3% |
| Participation rate | 95.4% | 65.0%+30.4pp | 72.7%+22.7pp | 69.6%+25.7pp |
| Annual return | 10.58% | 71.95%-61.4pp | 1294.38%-1283.8pp | 31.72%-21.1pp |
| Employer contribution / active EE | $2,395 | $2,068+15.8% | $3,263-26.6% | $2,471-3.1% |
| Participant deferral / active EE | $8,795 | $2,939+199.3% | $3,964+121.9% | $3,740+135.1% |
| Admin fee / account holder | $366 | $3,977-90.8% | $5,615-93.5% | $5,306-93.1% |