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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,659 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGOWACHOVIA Service code 49 ONE FAYETTE ST 2 TOWER BRIDGE · CONSHOHOCKEN, PA 19428 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,608 | $190,805-55.7% | $159,960-47.1% | $134,475-37.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.27% | 552.23%-571.5pp | 408.60%-427.9pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,453 | $4,995-50.9% | $4,226-41.9% | $4,740-48.2% |
| Participant deferral / active EE | $14,696 | $6,923+112.3% | $6,182+137.7% | $6,400+129.6% |
| Admin fee / account holder | $66 | $10,471-99.4% | $8,698-99.2% | $11,426-99.4% |