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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $65,438 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $4,837 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,757 | $49,451+14.8% | $79,576-28.7% | $66,930-15.2% |
| Participation rate | 68.4% | 61.3%+7.1pp | 69.5%-1.0pp | 69.8%-1.4pp |
| Annual return | -12.42% | 84.25%-96.7pp | 0.15%-12.6pp | 1.57%-14.0pp |
| Employer contribution / active EE | $667 | $1,266-47.3% | $2,413-72.4% | $2,545-73.8% |
| Participant deferral / active EE | $3,546 | $3,159+12.3% | $3,985-11.0% | $4,238-16.3% |
| Admin fee / account holder | $402 | $595-32.5% | $6,834-94.1% | $593-32.3% |