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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.5 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.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,373 | $54,573-33.4% | $90,965-60.0% | $73,493-50.5% |
| Participation rate | 42.9% | 61.2%-18.2pp | 69.0%-26.1pp | 70.7%-27.8pp |
| Annual return | 15.06% | 16.69%-1.6pp | 134.57%-119.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $5 | $991-99.5% | $2,122-99.8% | $2,270-99.8% |
| Participant deferral / active EE | $1,805 | $2,517-28.3% | $3,373-46.5% | $3,740-51.7% |
| Admin fee / account holder | $0 | $521-100.0% | $5,960-100.0% | $513-100.0% |