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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,222 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 49 1111 NORTHSHORE DR · KNOXVILLE, TN 37919 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,764 | $46,732-74.8% | $156,551-92.5% | $55,167-78.7% |
| Participation rate | 55.7% | 65.8%-10.1pp | 84.0%-28.3pp | 69.0%-13.3pp |
| Annual return | 5.05% | 17.72%-12.7pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $364 | $2,105-82.7% | $5,501-93.4% | $1,963-81.5% |
| Participant deferral / active EE | $878 | $2,204-60.2% | $4,871-82.0% | $3,054-71.2% |
| Admin fee / account holder | $83 | $418-80.2% | $13,028-99.4% | $504-83.5% |