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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $7,662 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,295 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,070 | $54,320-48.3% | $67,652-58.5% | $52,331-46.4% |
| Participation rate | 82.6% | 73.6%+9.0pp | 75.7%+7.0pp | 68.1%+14.5pp |
| Annual return | -2.06% | 6.81%-8.9pp | 6625.40%-6627.5pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,383 | $1,544-10.4% | $2,266-39.0% | $1,882-26.5% |
| Participant deferral / active EE | $2,591 | $2,950-12.2% | $3,560-27.2% | $3,022-14.3% |
| Admin fee / account holder | $98 | $527-81.4% | $4,821-98.0% | $592-83.4% |