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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $163,535 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,355 | $65,223+66.1% | $80,022+35.4% | $55,725+94.4% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | 10.09% | 7.59%+2.5pp | 11.22%-1.1pp | 244.93%-234.8pp |
| Employer contribution / active EE | $6,901 | $2,544+171.3% | $2,468+179.6% | $2,078+232.1% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $393 | $114+244.2% | $6,521-94.0% | $115+241.3% |