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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $950 |
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 Service code 49 30 SOUTH 17TH STREET · PHILADELPHIA, PA 19103 | Other Services | $0 |
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 | $2,926 | $49,138-94.0% | $84,023-96.5% | $65,186-95.5% |
| Participation rate | 93.9% | 60.7%+33.2pp | 69.0%+24.9pp | 70.2%+23.7pp |
| Annual return | 19.87% | 23.00%-3.1pp | 71.32%-51.5pp | 29.39%-9.5pp |
| Employer contribution / active EE | $573 | $914-37.2% | $1,984-71.1% | $2,177-73.7% |
| Participant deferral / active EE | $895 | $2,397-62.6% | $3,239-72.4% | $3,514-74.5% |
| Admin fee / account holder | $3 | $543-99.5% | $6,102-100.0% | $847-99.7% |