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| Provider | Service type | Compensation |
|---|---|---|
WELLS THOMAS, LLC3+ years Service code 13 568 EAST MAIN STREET · BRANFORD, CT 06405 | Contract Administrator | $24,278 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,075 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,222 | $58,726+43.4% | $92,240-8.7% | $62,293+35.2% |
| Participation rate | 82.5% | 68.3%+14.2pp | 76.5%+6.0pp | 69.5%+13.0pp |
| Annual return | 10.30% | 43.62%-33.3pp | 176.29%-166.0pp | 28.90%-18.6pp |
| Employer contribution / active EE | $11,009 | $2,392+360.3% | $3,680+199.2% | $2,042+439.1% |
| Participant deferral / active EE | $2,170 | $2,766-21.5% | $3,897-44.3% | $3,169-31.5% |
| Admin fee / account holder | $112 | $556-79.8% | $5,194-97.8% | $479-76.6% |