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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $26,322 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,263 |
ALTIGRO PENSION SERVICES INC1+ years Service code 13 3 US HIGHWAY 46 · FAIRFIELD, NJ 07004 | Contract Administrator | $11,050 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,137 | $81,487-50.7% | $102,412-60.8% | $80,935-50.4% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 10.48% | 25.60%-15.1pp | 24.94%-14.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1,886 | $3,103-39.2% | $3,870-51.3% | $2,757-31.6% |
| Participant deferral / active EE | $4,232 | $3,871+9.3% | $5,060-16.4% | $4,299-1.6% |
| Admin fee / account holder | $403 | $6,717-94.0% | $8,388-95.2% | $6,924-94.2% |