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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,898 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $7,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,601 | $89,248-72.4% | $136,007-81.9% | $74,495-67.0% |
| Participation rate | 68.6% | 69.4%-0.8pp | 76.5%-7.9pp | 67.2%+1.4pp |
| Annual return | 10.51% | 22.76%-12.3pp | 579.32%-568.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,141 | $2,838-59.8% | $4,217-72.9% | $2,623-56.5% |
| Participant deferral / active EE | $2,219 | $4,598-51.7% | $7,025-68.4% | $4,346-48.9% |
| Admin fee / account holder | $288 | $1,545-81.4% | $6,858-95.8% | $1,942-85.2% |