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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,770 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 49 7795 WALTON PKWY STE 150A · NEW ALBANY, OH 43054 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,159 | $55,449-43.8% | $83,830-62.8% | $56,287-44.6% |
| Participation rate | 58.1% | 68.0%-9.9pp | 76.1%-18.1pp | 69.9%-11.8pp |
| Annual return | -5.81% | -1.38%-4.4pp | 850.97%-856.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,512 | $2,430-37.8% | $3,631-58.3% | $2,111-28.4% |
| Participant deferral / active EE | $2,559 | $2,935-12.8% | $4,082-37.3% | $3,350-23.6% |
| Admin fee / account holder | $14 | $656-97.9% | $5,479-99.7% | $521-97.3% |