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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,165 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS WACHOVIA SECUR Service code 49 200 S BISCAYNE BLVD · MIAMI, FL 33131 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,119 | $59,535-78.0% | $90,160-85.4% | $62,292-78.9% |
| Participation rate | 53.3% | 73.0%-19.8pp | 76.9%-23.6pp | 69.5%-16.2pp |
| Annual return | 24.29% | 23.53%+0.8pp | 34.88%-10.6pp | 28.90%-4.6pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,823 | $4,639-60.7% | $5,288-65.5% | $3,169-42.5% |
| Admin fee / account holder | $15 | $337-95.5% | $5,943-99.7% | $479-96.9% |