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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $82,473 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $298,669 | $52,884+464.8% | $84,753+252.4% | $55,167+441.4% |
| Participation rate | 98.6% | 67.5%+31.1pp | 76.6%+22.0pp | 69.0%+29.6pp |
| Annual return | 3.37% | 18.03%-14.7pp | 22.78%-19.4pp | 169.23%-165.9pp |
| Employer contribution / active EE | $33,174 | $2,233+1385.3% | $3,574+828.1% | $1,963+1590.3% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $510 | $581-12.2% | $5,333-90.4% | $504+1.2% |