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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $11,361 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,014 |
ADP BROKER-DEALER5+ 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 | $42,544 | $65,378-34.9% | $87,103-51.2% | $65,186-34.7% |
| Participation rate | 88.9% | 75.3%+13.5pp | 76.9%+12.0pp | 70.2%+18.7pp |
| Annual return | 21.37% | 31.28%-9.9pp | 28.19%-6.8pp | 29.39%-8.0pp |
| Employer contribution / active EE | $1,513 | $1,823-17.0% | $2,521-40.0% | $2,177-30.5% |
| Participant deferral / active EE | $2,862 | $3,389-15.5% | $4,049-29.3% | $3,514-18.5% |
| Admin fee / account holder | $149 | $520-71.3% | $7,491-98.0% | $847-82.4% |