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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S. TRYON ST. 11TH FLOOR · CHARLOTTE, NC 28081 | Advisory (Plan) | $40,913 |
RANDALL & HURLEY, INC.6 years Service code 13 3241 COLONIAL DRIVE · HELENA, MT 59601 | Contract Administrator | $1,350 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $375 |
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 | $171,404 | $55,472+209.0% | $155,567+10.2% | $74,546+129.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 19.11% | 268.72%-249.6pp | 64.74%-45.6pp | 1366.03%-1346.9pp |
| Employer contribution / active EE | $10,475 | $2,269+361.7% | $4,674+124.1% | $2,624+299.2% |
| Participant deferral / active EE | $6,890 | $2,838+142.8% | $5,628+22.4% | $4,347+58.5% |
| Admin fee / account holder | $442 | $1,743-74.6% | $15,916-97.2% | $1,944-77.3% |