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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) | $45,326 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $14,980 |
JULY BUSINESS SERVICES2 years Service code 13 PO BOX 2208 · WACO, TN 76703 | Contract Administrator | $1,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $85,141 | $56,918+49.6% | $182,558-53.4% | $65,186+30.6% |
| Participation rate | 74.8% | 66.5%+8.3pp | 78.0%-3.2pp | 70.2%+4.6pp |
| Annual return | 22.60% | 27.67%-5.1pp | 148.59%-126.0pp | 29.39%-6.8pp |
| Employer contribution / active EE | $1,781 | $1,615+10.3% | $4,076-56.3% | $2,177-18.2% |
| Participant deferral / active EE | $4,988 | $3,526+41.5% | $5,526-9.7% | $3,514+42.0% |
| Admin fee / account holder | $451 | $531-15.1% | $8,594-94.8% | $847-46.8% |