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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $10,313 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,031 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $32,110 | $64,909-50.5% | $82,312-61.0% | $62,293-48.5% |
| Participation rate | 87.7% | 74.9%+12.8pp | 76.9%+10.8pp | 69.5%+18.2pp |
| Annual return | 18.72% | 21.18%-2.5pp | 25.88%-7.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,324 | $1,676-21.0% | $2,428-45.5% | $2,042-35.2% |
| Participant deferral / active EE | $2,679 | $3,103-13.7% | $3,706-27.7% | $3,169-15.5% |
| Admin fee / account holder | $108 | $440-75.5% | $5,608-98.1% | $479-77.6% |