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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,187 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 49 280 PARK AVE 29 W · NEW YORK, NY 10017 | Other Services | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,496 | $73,102-81.5% | $123,553-89.1% | $56,289-76.0% |
| Participation rate | 82.6% | 74.3%+8.3pp | 82.3%+0.3pp | 69.9%+12.7pp |
| Annual return | -1.97% | 3.01%-5.0pp | 119.21%-121.2pp | -9.96%+8.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,274 | $5,423-21.2% | $6,426-33.5% | $3,350+27.6% |
| Admin fee / account holder | $8 | $554-98.5% | $9,284-99.9% | $521-98.4% |