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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,603 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $22,217 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,012 | $65,453-23.6% | $86,698-42.3% | $66,938-25.3% |
| Participation rate | 87.4% | 75.5%+11.9pp | 76.6%+10.8pp | 69.8%+17.6pp |
| Annual return | -24.07% | -10.89%-13.2pp | 35.95%-60.0pp | 1.58%-25.6pp |
| Employer contribution / active EE | $3,477 | $2,154+61.4% | $2,837+22.6% | $2,545+36.6% |
| Participant deferral / active EE | $3,268 | $4,102-20.3% | $4,656-29.8% | $4,238-22.9% |
| Admin fee / account holder | $548 | $642-14.7% | $7,493-92.7% | $594-7.7% |