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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 51 · EIN 23-2384840 100 WESTMINSTER STREET · PROVIDENCE, RI 02903 | Investment Mgmt Fees | $35,477 |
MARCUM LLP4+ years Service code 10 · EIN 11-1986323 155 SOUTH MAIN STREET · PROVIDENCE, RI 02903 | Accounting | $8,158 |
BARRETT & COMPANY1 year Filed as: BARRETT & CO. Service code 51 THE WILCOX BUILDING · PROVIDENCE, RI 02903 | Investment Mgmt Fees | $3,241 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,621 | $42,396+104.3% | $67,313+28.7% | $56,287+53.9% |
| Participation rate | 57.2% | 61.0%-3.8pp | 69.1%-11.9pp | 69.9%-12.6pp |
| Annual return | -6.99% | -36.63%+29.6pp | -4.08%-2.9pp | -9.96%+3.0pp |
| Employer contribution / active EE | $994 | $1,414-29.7% | $2,566-61.3% | $2,111-52.9% |
| Participant deferral / active EE | $2,928 | $2,360+24.1% | $3,568-17.9% | $3,350-12.6% |
| Admin fee / account holder | $424 | $510-16.8% | $4,507-90.6% | $521-18.6% |