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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,968 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $21,198 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $81,631 | $64,176+27.2% | $112,249-27.3% | $66,938+21.9% |
| Participation rate | 95.2% | 68.4%+26.7pp | 75.1%+20.1pp | 69.8%+25.4pp |
| Annual return | -15.44% | -13.80%-1.6pp | 27.48%-42.9pp | 1.58%-17.0pp |
| Employer contribution / active EE | $14,039 | $3,007+366.9% | $3,636+286.1% | $2,545+451.6% |
| Participant deferral / active EE | $10,230 | $3,694+177.0% | $4,729+116.3% | $4,238+141.4% |
| Admin fee / account holder | $369 | $626-41.1% | $6,412-94.2% | $594-37.9% |