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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,362 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 49 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,185 | $101,499-87.0% | $147,005-91.0% | $74,546-82.3% |
| Participation rate | 77.1% | 75.5%+1.6pp | 82.2%-5.1pp | 67.2%+9.9pp |
| Annual return | 17.53% | 8732.34%-8714.8pp | 418.76%-401.2pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $976 | $3,811-74.4% | $4,934-80.2% | $2,624-62.8% |
| Participant deferral / active EE | $1,656 | $7,304-77.3% | $8,070-79.5% | $4,347-61.9% |
| Admin fee / account holder | $25 | $1,748-98.6% | $13,006-99.8% | $1,944-98.7% |