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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 1021 E CARY ST 22ND FL · RICHMOND, VA 23219 | Advisory (Plan) | $41,673 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 2010 CORPORATE RIDGE, 900 · MCLEAN, VA 22102 | Advisory (Plan) | $34,367 |
HARITON, MANCUSO & JONES, P.C.9+ years Service code 10 · EIN 52-1706411 11140 ROCKVILLE PIKE,340 · ROCKVILLE, MD 20852 | Accounting | $34,000 |
THOMAS BEAL4 years Filed as: THOMAS F. BARRETT, INC Service code 15 · EIN 52-0964235 4701 SANGAMORE RD S205 · BETHESDA, MD 20816 | Recordkeeping | $22,013 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,151 | $58,275-68.9% | $81,844-77.8% | $80,935-77.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 22.32% | 41.82%-19.5pp | 778.87%-756.6pp | 35.66%-13.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $244 | $4,749-94.9% | $7,355-96.7% | $6,924-96.5% |