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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 49 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,453 | $42,548-28.4% | $74,549-59.2% | $56,287-45.9% |
| Participation rate | 25.0% | 60.5%-35.5pp | 69.1%-44.1pp | 69.9%-44.9pp |
| Annual return | -3.26% | 12.40%-15.7pp | 32.53%-35.8pp | -9.96%+6.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,375 | $2,277-39.6% | $3,108-55.8% | $3,350-58.9% |
| Admin fee / account holder | $0 | $467-100.0% | $5,059-100.0% | $521-100.0% |