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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,535 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.3 years 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,374 | $47,977-76.3% | $154,111-92.6% | $56,287-79.8% |
| Participation rate | 53.1% | 66.2%-13.1pp | 83.0%-29.9pp | 69.9%-16.7pp |
| Annual return | -3.26% | 3.54%-6.8pp | 735.18%-738.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $243 | $2,169-88.8% | $5,298-95.4% | $2,111-88.5% |
| Participant deferral / active EE | $751 | $2,392-68.6% | $5,081-85.2% | $3,350-77.6% |
| Admin fee / account holder | $56 | $438-87.2% | $13,411-99.6% | $521-89.3% |