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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $27,602 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,721 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,248 | $89,093+1.3% | $102,434-11.9% | $77,736+16.1% |
| Participation rate | 58.6% | 80.9%-22.4pp | 76.5%-17.9pp | 70.6%-12.0pp |
| Annual return | 10.92% | 25.03%-14.1pp | 29.46%-18.5pp | 31.26%-20.3pp |
| Employer contribution / active EE | $1,484 | $2,699-45.0% | $3,023-50.9% | $2,728-45.6% |
| Participant deferral / active EE | $3,062 | $5,147-40.5% | $5,055-39.4% | $4,651-34.2% |
| Admin fee / account holder | $550 | $236+133.3% | $9,462-94.2% | $433+27.0% |