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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $33,824 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $27,355 |
LEVITZACKS5+ years Service code 10 · EIN 95-3159181 | Accounting | $14,571 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,392 | $73,638+75.7% | $95,952+34.9% | $73,488+76.1% |
| Participation rate | 92.9% | 76.2%+16.8pp | 77.1%+15.8pp | 70.7%+22.2pp |
| Annual return | 4.40% | 16.78%-12.4pp | 91.61%-87.2pp | 28.51%-24.1pp |
| Employer contribution / active EE | $4,736 | $1,863+154.2% | $2,541+86.4% | $2,270+108.6% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $581 | $482+20.6% | $6,795-91.4% | $513+13.3% |