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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $9,444 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,060 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,880 | $76,107-27.9% | $96,576-43.2% | $71,495-23.2% |
| Participation rate | 58.3% | 74.4%-16.1pp | 76.0%-17.6pp | 67.9%-9.6pp |
| Annual return | 25.45% | 22.81%+2.6pp | 25.87%-0.4pp | 28.85%-3.4pp |
| Employer contribution / active EE | $3,438 | $2,247+53.0% | $2,965+16.0% | $2,589+32.8% |
| Participant deferral / active EE | $2,873 | $4,218-31.9% | $4,851-40.8% | $4,291-33.0% |
| Admin fee / account holder | $135 | $2,708-95.0% | $8,253-98.4% | $1,588-91.5% |