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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 51 · EIN 23-2384840 100 WESTMINSTER STREET · PROVIDENCE, RI 02903 | Investment Mgmt Fees | $32,420 |
MARCUM LLP1+ years Service code 10 · EIN 11-1986323 155 SOUTH MAIN STREET · PROVIDENCE, RI 02903 | Accounting | $10,300 |
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 | $73,584 | $46,745+57.4% | $60,547+21.5% | $52,331+40.6% |
| Participation rate | 66.0% | 58.6%+7.4pp | 68.0%-2.0pp | 68.1%-2.1pp |
| Annual return | -6.74% | 0.61%-7.3pp | 335.64%-342.4pp | 4.54%-11.3pp |
| Employer contribution / active EE | $1,029 | $1,259-18.2% | $2,419-57.5% | $1,882-45.3% |
| Participant deferral / active EE | $2,804 | $2,145+30.7% | $3,328-15.7% | $3,022-7.2% |
| Admin fee / account holder | $408 | $537-24.1% | $4,536-91.0% | $592-31.1% |