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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $70,408 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 99 · EIN 37-6572947 | Other Fees | $8,844 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,573 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,998 | $99,957+103.1% | $149,730+35.6% | $73,493+176.2% |
| Participation rate | 53.3% | 75.7%-22.4pp | 82.5%-29.2pp | 70.7%-17.4pp |
| Annual return | 13.33% | 53.87%-40.5pp | 276.70%-263.4pp | 28.51%-15.2pp |
| Employer contribution / active EE | $6,600 | $3,191+106.8% | $4,645+42.1% | $2,270+190.7% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $511 | $551-7.3% | $9,310-94.5% | $513-0.5% |