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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,065 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 49 7495 PARAGON RD SUITE C · DAYTON, OH 45459 | Other Services | $0 |
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).
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 | $27,660 | $63,924-56.7% | $108,582-74.5% | $55,167-49.9% |
| Participation rate | 89.3% | 74.3%+15.0pp | 79.6%+9.8pp | 69.0%+20.3pp |
| Annual return | 7.37% | 15.31%-7.9pp | -51.70%+59.1pp | 169.23%-161.9pp |
| Employer contribution / active EE | $705 | $1,879-62.5% | $3,758-81.3% | $1,963-64.1% |
| Participant deferral / active EE | $2,479 | $3,067-19.2% | $4,311-42.5% | $3,054-18.8% |
| Admin fee / account holder | $76 | $618-87.7% | $7,645-99.0% | $504-84.9% |