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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW 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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,100 | $27,639+37.8% | $61,501-38.1% | $68,490-44.4% |
| Participation rate | 40.0% | 39.5%+0.5pp | 52.6%-12.6pp | 67.9%-27.9pp |
| Annual return | -17.90% | -13.19%-4.7pp | 339.04%-356.9pp | -7.85%-10.0pp |
| Employer contribution / active EE | $4,203 | $696+503.9% | $1,160+262.4% | $2,597+61.9% |
| Participant deferral / active EE | $14,646 | $1,264+1059.0% | $2,125+589.3% | $4,028+263.6% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |