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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,398 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 49 9442 N CAPITAL OF TEXAS HWY · AUSTIN, TX 78759 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,901 | $49,451+9.0% | $79,580-32.3% | $66,938-19.5% |
| Participation rate | 30.3% | 61.3%-31.0pp | 69.5%-39.2pp | 69.8%-39.5pp |
| Annual return | -15.91% | 84.25%-100.2pp | 0.15%-16.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $882 | $1,266-30.3% | $2,413-63.4% | $2,545-65.3% |
| Participant deferral / active EE | $2,236 | $3,159-29.2% | $3,985-43.9% | $4,238-47.2% |
| Admin fee / account holder | $43 | $595-92.8% | $6,835-99.4% | $594-92.8% |