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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $27,729 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,952 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,534 |
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 | $77,143 | $113,016-31.7% | $103,486-25.5% | $74,459+3.6% |
| Participation rate | 86.9% | 80.8%+6.1pp | 80.5%+6.3pp | 67.2%+19.7pp |
| Annual return | 13.18% | 23.24%-10.1pp | 23.93%-10.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $5,842 | $4,881+19.7% | $4,679+24.8% | $2,626+122.5% |
| Participant deferral / active EE | $9,568 | $7,279+31.4% | $6,628+44.4% | $4,350+120.0% |
| Admin fee / account holder | $314 | $1,709-81.6% | $9,354-96.6% | $1,945-83.8% |