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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $12,469 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,940 |
ADP BROKER-DEALER5 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,223 | $99,957-63.8% | $149,745-75.8% | $73,497-50.7% |
| Participation rate | 55.8% | 75.7%-19.9pp | 82.5%-26.7pp | 70.7%-14.9pp |
| Annual return | 18.53% | 53.87%-35.3pp | 276.72%-258.2pp | 28.51%-10.0pp |
| Employer contribution / active EE | $451 | $3,191-85.9% | $4,646-90.3% | $2,270-80.1% |
| Participant deferral / active EE | $3,373 | $6,073-44.4% | $6,843-50.7% | $3,740-9.8% |
| Admin fee / account holder | $220 | $551-60.1% | $9,312-97.6% | $513-57.1% |