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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,640 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $18,296 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,930 | $99,957-24.0% | $149,745-49.3% | $73,497+3.3% |
| Participation rate | 60.2% | 75.7%-15.5pp | 82.5%-22.3pp | 70.7%-10.5pp |
| Annual return | 21.47% | 53.87%-32.4pp | 276.72%-255.3pp | 28.51%-7.0pp |
| Employer contribution / active EE | $2,749 | $3,191-13.9% | $4,646-40.8% | $2,270+21.1% |
| Participant deferral / active EE | $7,072 | $6,073+16.5% | $6,843+3.3% | $3,740+89.1% |
| Admin fee / account holder | $414 | $551-24.8% | $9,312-95.6% | $513-19.3% |