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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 | Recordkeeping | $5,848 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL ADV Service code 26 265 FRANKLIN ST · BOSTON, MA 02110 | Advisory (Participants) | $3,239 |
Filed as: GROUP HEALTH & BENEFIT ADMIN INC Service code 15 · EIN 04-3060563 | Recordkeeping | $1,500 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $10 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,535 | $36,767-52.3% | $81,473-78.5% | $62,293-71.9% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 22.52% | 173.80%-151.3pp | 38.78%-16.3pp | 28.90%-6.4pp |
| Employer contribution / active EE | $5,589 | $1,128+395.3% | $2,568+117.6% | $2,042+173.7% |
| Participant deferral / active EE | $3,617 | $2,111+71.4% | $3,537+2.3% | $3,169+14.1% |
| Admin fee / account holder | $105 | $797-86.9% | $4,561-97.7% | $479-78.2% |