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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,373 |
HERBEIN & COMPANY, INC.1 year Filed as: HERBEIN + COMPANY INC Service code 10 · EIN 23-2415973 | Accounting | $6,400 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,788 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
LEGG MASON4 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,036 | $69,362+90.4% | $101,248+30.4% | $73,488+79.7% |
| Participation rate | 38.9% | 68.4%-29.5pp | 75.8%-37.0pp | 70.7%-31.8pp |
| Annual return | 14.24% | 18.46%-4.2pp | 46.47%-32.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $985 | $2,628-62.5% | $3,660-73.1% | $2,270-56.6% |
| Participant deferral / active EE | $2,087 | $3,300-36.8% | $4,370-52.3% | $3,740-44.2% |
| Admin fee / account holder | $445 | $704-36.7% | $5,945-92.5% | $513-13.2% |