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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,098 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS (WACHOVIA SECU Service code 49 68 S SERVICE ROAD · MELVILLE, NY 11747 | Other Services | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,376 | $53,412-37.5% | $68,509-51.3% | $52,331-36.2% |
| Participation rate | 67.8% | 71.7%-3.9pp | 74.7%-7.0pp | 68.1%-0.3pp |
| Annual return | -0.58% | 3.42%-4.0pp | 8.27%-8.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $928 | $2,688-65.5% | $3,382-72.6% | $3,022-69.3% |
| Admin fee / account holder | $37 | $461-91.9% | $5,275-99.3% | $592-93.7% |