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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $95,017 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $315,715 | $58,726+437.6% | $92,240+242.3% | $62,293+406.8% |
| Participation rate | 97.8% | 68.3%+29.5pp | 76.5%+21.4pp | 69.5%+28.3pp |
| Annual return | 14.87% | 43.62%-28.7pp | 176.29%-161.4pp | 28.90%-14.0pp |
| Employer contribution / active EE | $17,794 | $2,392+643.9% | $3,680+383.6% | $2,042+771.3% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $608 | $556+9.3% | $5,194-88.3% | $479+26.8% |