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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S. TRYON ST, 11TH FLOOR · CHARLOTTE, NC 28081 | Advisory (Plan) | $31,994 |
CATANESE GROUP6 years Filed as: CANTANESE GROUP Service code 10 · EIN 25-1685380 307 STATE STREET · JOHNSTOWN, PA 15905 | Accounting | $15,000 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 12 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping fees; Participant loan ... | $12,004 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,937 | $50,956+9.8% | $96,572-42.1% | $86,821-35.6% |
| Participation rate | 54.1% | 65.2%-11.1pp | 69.8%-15.7pp | 72.3%-18.2pp |
| Annual return | 14.53% | 21.27%-6.7pp | 37.79%-23.3pp | 97.94%-83.4pp |
| Employer contribution / active EE | $1,119 | $1,111+0.7% | $2,357-52.5% | $2,406-53.5% |
| Participant deferral / active EE | $2,659 | $2,954-10.0% | $3,850-30.9% | $4,132-35.6% |
| Admin fee / account holder | $327 | $166+97.1% | $6,183-94.7% | $170+93.0% |