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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,894 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year 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 | $13,726 | $91,439-85.0% | $135,974-89.9% | $71,511-80.8% |
| Participation rate | 76.2% | 75.7%+0.6pp | 81.9%-5.7pp | 67.9%+8.3pp |
| Annual return | 19.48% | 29.90%-10.4pp | 68.30%-48.8pp | 28.86%-9.4pp |
| Employer contribution / active EE | $1,083 | $3,705-70.8% | $4,859-77.7% | $2,589-58.2% |
| Participant deferral / active EE | $1,907 | $7,093-73.1% | $7,760-75.4% | $4,291-55.6% |
| Admin fee / account holder | $32 | $1,267-97.5% | $10,767-99.7% | $1,588-98.0% |