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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $90,364 |
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 | $99,694 | $104,497-4.6% | $159,487-37.5% | $79,389+25.6% |
| Participation rate | 88.2% | 76.6%+11.6pp | 82.8%+5.4pp | 70.7%+17.5pp |
| Annual return | 50.74% | 67.98%-17.2pp | 263.71%-213.0pp | 116.89%-66.2pp |
| Employer contribution / active EE | $2,399 | $3,418-29.8% | $4,831-50.4% | $2,428-1.2% |
| Participant deferral / active EE | $5,568 | $6,468-13.9% | $7,354-24.3% | $4,046+37.6% |
| Admin fee / account holder | $315 | $711-55.7% | $10,804-97.1% | $626-49.7% |