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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,386 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $2,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,851 | $62,177-79.3% | $81,370-84.2% | $74,478-82.7% |
| Participation rate | 67.4% | 64.1%+3.3pp | 69.5%-2.2pp | 67.2%+0.2pp |
| Annual return | 14.23% | 16.62%-2.4pp | 24.85%-10.6pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $426 | $1,881-77.4% | $2,464-82.7% | $2,626-83.8% |
| Participant deferral / active EE | $914 | $3,219-71.6% | $3,885-76.5% | $4,350-79.0% |
| Admin fee / account holder | $212 | $1,927-89.0% | $5,749-96.3% | $1,946-89.1% |