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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $50 |
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 (WACHOVIA SECU Service code 49 88 FROEHLICH FARM BLVD · WOODBURY, NY 11797 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,951 | $25,723-69.1% | $69,182-88.5% | $55,167-85.6% |
| Participation rate | 6.3% | 39.4%-33.2pp | 55.1%-48.9pp | 69.0%-62.7pp |
| Annual return | 14.93% | 9.56%+5.4pp | -21.93%+36.9pp | 169.23%-154.3pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $330 | $963-65.7% | $1,897-82.6% | $3,054-89.2% |
| Admin fee / account holder | $4 | $365-98.9% | $2,697-99.9% | $504-99.2% |