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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $31,424 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,421 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,873 | $78,781-78.6% | $100,530-83.2% | $73,412-77.0% |
| Participation rate | 95.4% | 80.0%+15.4pp | 79.4%+16.0pp | 72.2%+23.3pp |
| Annual return | 36.11% | 31.69%+4.4pp | 30.89%+5.2pp | 59.30%-23.2pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,502 | $6,537-0.5% | $6,271+3.7% | $3,806+70.8% |
| Admin fee / account holder | $73 | $145-50.0% | $8,083-99.1% | $158-54.0% |