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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $21,952 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,860 |
ADP BROKER-DEALER8 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,154 | $101,591-44.7% | $147,096-61.8% | $74,429-24.6% |
| Participation rate | 40.4% | 75.5%-35.2pp | 82.2%-41.8pp | 67.2%-26.9pp |
| Annual return | 14.95% | 8746.45%-8731.5pp | 419.75%-404.8pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $5,288 | $7,302-27.6% | $8,071-34.5% | $4,348+21.6% |
| Admin fee / account holder | $209 | $1,750-88.1% | $13,005-98.4% | $1,944-89.3% |