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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $675 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 49 1501 W SWANN AVENUE · TAMPA, FL 33606 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $12,679 | $52,306-75.8% | $69,779-81.8% | $62,881-79.8% |
| Participation rate | 24.7% | 67.2%-42.5pp | 71.8%-47.1pp | 69.3%-44.6pp |
| Annual return | 6.41% | 13.35%-6.9pp | 12.99%-6.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $411 | $2,395-82.8% | $2,931-86.0% | $3,203-87.2% |
| Admin fee / account holder | $16 | $3,691-99.6% | $4,381-99.6% | $4,296-99.6% |