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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 56-0276690 | Advisory (Plan) | $35,068 |
LEVITZACKS4+ years Service code 10 · EIN 95-3159181 | Accounting | $13,418 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,588 |
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 | $121,759 | $65,376+86.2% | $87,102+39.8% | $65,185+86.8% |
| Participation rate | 96.9% | 75.3%+21.5pp | 76.9%+20.0pp | 70.2%+26.6pp |
| Annual return | 1.75% | 31.27%-29.5pp | 28.19%-26.4pp | 29.38%-27.6pp |
| Employer contribution / active EE | $5,045 | $1,822+176.8% | $2,521+100.1% | $2,177+131.8% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $563 | $520+8.4% | $7,491-92.5% | $847-33.5% |