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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $27,000 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $24,041 |
CLYNE EAGAN & ASSOCIATES1 year Service code 10 · EIN 22-2706394 | Accounting | $20,690 |
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 | $89,120 | $75,183+18.5% | $123,894-28.1% | $55,167+61.5% |
| Participation rate | 51.7% | 72.8%-21.1pp | 81.4%-29.7pp | 69.0%-17.3pp |
| Annual return | -0.77% | 19.01%-19.8pp | 47.52%-48.3pp | 169.23%-170.0pp |
| Employer contribution / active EE | $5,876 | $2,823+108.1% | $4,617+27.3% | $1,963+199.4% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $450 | $663-32.1% | $8,357-94.6% | $504-10.8% |