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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 401 S TRYON ST. · CHARLOTTE, NC 28081 | Advisory (Plan) | $100,906 |
MMA SECURITIES LLC4+ years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 13 P O BOX 12748 · ROANOKE, VA 240282748 | Contract Administrator | $2,650 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,970 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,081 | $47,977+310.8% | $154,108+27.9% | $56,289+250.1% |
| Participation rate | 92.4% | 66.2%+26.2pp | 83.0%+9.4pp | 69.9%+22.6pp |
| Annual return | -3.51% | 3.54%-7.1pp | 735.21%-738.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $11,139 | $2,169+413.6% | $5,298+110.3% | $2,111+427.6% |
| Participant deferral / active EE | $7,332 | $2,392+206.5% | $5,081+44.3% | $3,350+118.9% |
| Admin fee / account holder | $1,077 | $438+145.8% | $13,411-92.0% | $521+106.8% |