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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $141,120 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,247 | $75,284+43.8% | $91,004+18.9% | $69,631+55.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 9.76% | 48.40%-38.6pp | 4.60%+5.2pp | 27571.02%-27561.3pp |
| Employer contribution / active EE | $6,664 | $2,473+169.5% | $2,456+171.4% | $2,032+227.9% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $368 | $111+232.4% | $5,417-93.2% | $110+232.8% |