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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $350 |
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 49 301 GRANT ST · PITTSBURGH, PA 15219 | 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.
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).
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 | $1,972 | $31,370-93.7% | $74,577-97.4% | $63,975-96.9% |
| Participation rate | 4.6% | 42.6%-37.9pp | 68.1%-63.5pp | 71.1%-66.5pp |
| Annual return | 0.00% | -105.16%+105.2pp | 20.47%-20.5pp | 48.65%-48.7pp |
| Employer contribution / active EE | $0 | $822-100.0% | $2,525-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $93 | $1,560-94.0% | $3,458-97.3% | $3,356-97.2% |
| Admin fee / account holder | $4 | $77-95.4% | $4,138-99.9% | $70-95.0% |