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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,650 |
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 86 DENISON AVE · MYSTIC, CT 06355 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,769 | $69,305-31.1% | $82,313-42.0% | $69,631-31.4% |
| Participation rate | 59.9% | 80.3%-20.4pp | 76.9%-17.0pp | 70.7%-10.8pp |
| Annual return | 18.15% | 21.47%-3.3pp | 25.88%-7.7pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,569 | $1,887-16.9% | $2,428-35.4% | $2,032-22.8% |
| Participant deferral / active EE | $3,419 | $3,568-4.2% | $3,706-7.8% | $3,224+6.0% |
| Admin fee / account holder | $16 | $97-84.0% | $5,608-99.7% | $110-85.9% |