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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,210 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS WACHOVIA SECUR 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,580 | $43,717-87.2% | $81,473-93.2% | $77,958-92.8% |
| Participation rate | 7.6% | 42.5%-34.9pp | 68.0%-60.3pp | 71.6%-64.0pp |
| Annual return | 181.30% | 23.83%+157.5pp | 38.78%+142.5pp | 20.87%+160.4pp |
| Employer contribution / active EE | $0 | $919-100.0% | $2,568-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $154 | $1,783-91.3% | $3,537-95.6% | $3,537-95.6% |
| Admin fee / account holder | $9 | $108-91.4% | $4,561-99.8% | $97-90.4% |