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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $21,195 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,834 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,850 | $45,109-29.4% | $85,240-62.6% | $77,762-59.0% |
| Participation rate | 34.3% | 48.7%-14.4pp | 67.5%-33.2pp | 70.6%-36.3pp |
| Annual return | 29.17% | 79.55%-50.4pp | 66.75%-37.6pp | 31.27%-2.1pp |
| Employer contribution / active EE | $1,179 | $1,602-26.4% | $2,735-56.9% | $2,728-56.8% |
| Participant deferral / active EE | $2,118 | $2,814-24.7% | $4,527-53.2% | $4,651-54.5% |
| Admin fee / account holder | $124 | $915-86.4% | $6,165-98.0% | $433-71.2% |