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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $50 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 49 300 PARK STE 265 · BIRMINGHAM, MI 48009 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $2,269 | $49,138-95.4% | $84,020-97.3% | $65,185-96.5% |
| Participation rate | 15.1% | 60.7%-45.7pp | 69.0%-53.9pp | 70.2%-55.1pp |
| Annual return | 30.19% | 23.00%+7.2pp | 71.31%-41.1pp | 29.38%+0.8pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $298 | $2,397-87.6% | $3,239-90.8% | $3,514-91.5% |
| Admin fee / account holder | $1 | $543-99.8% | $6,101-100.0% | $847-99.9% |