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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,938 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $25,637 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,556 | $22,683+228.7% | $61,452+21.3% | - |
| Participation rate | 41.8% | 38.0%+3.8pp | 52.6%-10.8pp | - |
| Annual return | -19.16% | -10.54%-8.6pp | 338.96%-358.1pp | - |
| Employer contribution / active EE | $475 | $484-2.0% | $1,160-59.1% | - |
| Participant deferral / active EE | $1,418 | $1,321+7.3% | $2,125-33.3% | - |
| Admin fee / account holder | $371 | $926-60.0% | $2,131-82.6% | - |