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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $92,732 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,525 |
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 | $247,761 | $61,356+303.8% | $149,696+65.5% | $71,511+246.5% |
| Participation rate | 98.7% | 62.5%+36.2pp | 78.8%+20.0pp | 67.9%+30.8pp |
| Annual return | 18.54% | 35.86%-17.3pp | 134.46%-115.9pp | 28.86%-10.3pp |
| Employer contribution / active EE | $11,383 | $2,382+377.9% | $4,821+136.1% | $2,589+339.6% |
| Participant deferral / active EE | $8,672 | $2,920+197.0% | $5,682+52.6% | $4,291+102.1% |
| Admin fee / account holder | $454 | $1,263-64.1% | $13,212-96.6% | $1,588-71.4% |