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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $15,569 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,633 |
ADP BROKER-DEALER2 years Filed as: ADP - BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,701 | $58,859-42.7% | $129,397-74.0% | $77,714-56.6% |
| Participation rate | 16.5% | 59.3%-42.9pp | 69.6%-53.1pp | 70.6%-54.1pp |
| Annual return | 19.77% | 24.74%-5.0pp | 9453.98%-9434.2pp | 31.26%-11.5pp |
| Employer contribution / active EE | $612 | $1,952-68.7% | $4,154-85.3% | $2,727-77.6% |
| Participant deferral / active EE | $1,200 | $3,215-62.7% | $4,167-71.2% | $4,649-74.2% |
| Admin fee / account holder | $81 | $591-86.2% | $7,679-98.9% | $433-81.2% |