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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $300 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 49 280 PARK AVE 29W · NEW YORK, NY 10017 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,146 | $60,165-89.8% | $74,184-91.7% | $55,167-88.9% |
| Participation rate | 15.5% | 74.2%-58.7pp | 76.6%-61.2pp | 69.0%-53.5pp |
| Annual return | 0.00% | 10.00%-10.0pp | 17.74%-17.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $60 | $1,600-96.2% | $2,370-97.5% | $1,963-96.9% |
| Participant deferral / active EE | $161 | $2,973-94.6% | $3,550-95.5% | $3,054-94.7% |
| Admin fee / account holder | $7 | $419-98.3% | $5,586-99.9% | $504-98.5% |