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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $16,493 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,291 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,947 | $84,482-52.7% | $125,363-68.1% | $66,930-40.3% |
| Participation rate | 34.7% | 76.4%-41.7pp | 82.4%-47.7pp | 69.8%-35.2pp |
| Annual return | -16.15% | -8.49%-7.7pp | 572.15%-588.3pp | 1.57%-17.7pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,599 | $6,782-46.9% | $7,447-51.7% | $4,238-15.1% |
| Admin fee / account holder | $174 | $685-74.5% | $10,005-98.3% | $593-70.6% |