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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $475 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 49 2 PORTALAND SQUARE · PORTLAND, ME 04101 | Other Services | $0 |
Employer 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $3,188 | $46,732-93.2% | $156,551-98.0% | $55,167-94.2% |
| Participation rate | 72.5% | 65.8%+6.7pp | 84.0%-11.5pp | 69.0%+3.5pp |
| Annual return | 18.39% | 17.72%+0.7pp | 32.23%-13.8pp | 169.23%-150.8pp |
| Employer contribution / active EE | $107 | $2,105-94.9% | $5,501-98.1% | $1,963-94.6% |
| Participant deferral / active EE | $1,380 | $2,204-37.4% | $4,871-71.7% | $3,054-54.8% |
| Admin fee / account holder | $10 | $418-97.5% | $13,028-99.9% | $504-97.9% |