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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $13,574 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $10,335 |
GREAT VALLEY ADVISOR GROUP4 years Filed as: GREAT VALLEY ADVISOR GROUP INC Service code 27 1200 PENNSYLVANIA AVE STE 202 · WILMINGTON, DE 19806 | Advisory (Plan) | $5,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,018 | $55,437-20.6% | $155,534-71.7% | $74,459-40.9% |
| Participation rate | 67.4% | 61.9%+5.5pp | 78.2%-10.8pp | 67.2%+0.2pp |
| Annual return | 14.05% | 269.58%-255.5pp | 64.92%-50.9pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $2,873 | $2,266+26.8% | $4,675-38.5% | $2,626+9.4% |
| Participant deferral / active EE | $5,698 | $2,837+100.8% | $5,630+1.2% | $4,350+31.0% |
| Admin fee / account holder | $191 | $1,742-89.0% | $15,900-98.8% | $1,945-90.2% |