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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGMENT CO Service code 13 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Contract Administrator | $150 |
Filed as: PENTEC PENSION MGT GROUP, INC Service code 64 | Recordkeeping Fees | $0 |
Filed as: PENTEC PENSION MGT GROUP, INC. Service code 15 · EIN 75-2776689 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 75-2486615 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,089 | $59,332-81.3% | $90,223-87.7% | $59,633-81.4% |
| Participation rate | 27.6% | 71.9%-44.3pp | 79.0%-51.5pp | 68.7%-41.1pp |
| Annual return | 3.21% | 3.25%0pp | 1.31%+1.9pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $264 | $3,031-91.3% | $4,378-94.0% | $2,203-88.0% |
| Participant deferral / active EE | $1,703 | $4,369-61.0% | $5,792-70.6% | $3,192-46.7% |
| Admin fee / account holder | $8 | $5,032-99.8% | $7,406-99.9% | $4,297-99.8% |