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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $28,881 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,774 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,025 | $89,123-40.5% | $102,460-48.2% | $77,762-31.8% |
| Participation rate | 57.5% | 80.9%-23.4pp | 76.5%-19.0pp | 70.6%-13.1pp |
| Annual return | 17.64% | 25.05%-7.4pp | 29.47%-11.8pp | 31.27%-13.6pp |
| Employer contribution / active EE | $1,203 | $2,700-55.4% | $3,025-60.2% | $2,728-55.9% |
| Participant deferral / active EE | $3,954 | $5,148-23.2% | $5,056-21.8% | $4,651-15.0% |
| Admin fee / account holder | $287 | $236+21.6% | $9,460-97.0% | $433-33.7% |