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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,810 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 49 ONE FAYETTE ST · CONSHOHOCKEN, PA 19428 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $32,278 | $65,395-50.6% | $182,540-82.3% | $72,975-55.8% |
| Participation rate | 66.0% | 65.4%+0.6pp | 78.0%-12.0pp | 69.5%-3.5pp |
| Annual return | 25.56% | 27.68%-2.1pp | 148.58%-123.0pp | 81.01%-55.4pp |
| Employer contribution / active EE | $1,892 | $1,911-1.0% | $4,076-53.6% | $2,440-22.5% |
| Participant deferral / active EE | $10,813 | $3,563+203.5% | $5,525+95.7% | $3,608+199.7% |
| Admin fee / account holder | $6 | $4,245-99.9% | $8,593-99.9% | $5,124-99.9% |