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| Provider | Service type | Compensation |
|---|---|---|
STAMBAUGH NESS PC1 year Service code 10 · EIN 23-2846715 2600 EASTERN BLVD, STE 101 · YORK, PA 17402 | Accounting | $7,500 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 55 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,569 | $48,078-40.6% | $78,676-63.7% | $62,881-54.6% |
| Participation rate | 51.6% | 65.2%-13.6pp | 73.6%-22.0pp | 69.3%-17.7pp |
| Annual return | 8.94% | 31.36%-22.4pp | 62.19%-53.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $792 | $2,015-60.7% | $2,850-72.2% | $2,281-65.3% |
| Participant deferral / active EE | $1,230 | $2,587-52.5% | $3,517-65.0% | $3,203-61.6% |
| Admin fee / account holder | $186 | $3,206-94.2% | $4,510-95.9% | $4,296-95.7% |