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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $31,277 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,835 | $73,532-20.0% | $178,540-67.0% | $74,459-21.0% |
| Participation rate | 82.9% | 66.6%+16.3pp | 77.1%+5.8pp | 67.2%+15.7pp |
| Annual return | 14.15% | 17.51%-3.4pp | 27.15%-13.0pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $3,172 | $2,221+42.8% | $3,953-19.8% | $2,626+20.8% |
| Participant deferral / active EE | $6,847 | $4,519+51.5% | $6,281+9.0% | $4,350+57.4% |
| Admin fee / account holder | $501 | $1,813-72.3% | $10,424-95.2% | $1,945-74.2% |