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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $11,301 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $11,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,710 | $26,114-39.8% | $58,544-73.2% | $74,440-78.9% |
| Participation rate | 34.5% | 32.1%+2.4pp | 50.9%-16.4pp | 70.7%-36.3pp |
| Annual return | 17.63% | 32.51%-14.9pp | 4249.56%-4231.9pp | 34.37%-16.7pp |
| Employer contribution / active EE | $654 | $536+22.2% | $1,053-37.8% | $2,638-75.2% |
| Participant deferral / active EE | $1,044 | $1,075-2.9% | $1,923-45.7% | $4,529-77.0% |
| Admin fee / account holder | $62 | $649-90.5% | $2,520-97.5% | $348-82.2% |