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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $673 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.3 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $4,098 | $54,573-92.5% | $90,970-95.5% | $73,497-94.4% |
| Participation rate | 95.7% | 61.2%+34.5pp | 69.0%+26.7pp | 70.7%+25.0pp |
| Annual return | 15.12% | 16.69%-1.6pp | 134.60%-119.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $680 | $991-31.4% | $2,122-67.9% | $2,270-70.0% |
| Participant deferral / active EE | $1,059 | $2,517-57.9% | $3,373-68.6% | $3,740-71.7% |
| Admin fee / account holder | $2 | $521-99.6% | $5,961-100.0% | $513-99.6% |