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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,720 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 49 2000 E LAMAR BLVD STE 300 · ARLINGTON, TX 76006 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,547 | $47,922-44.6% | $75,886-65.0% | $65,185-59.3% |
| Participation rate | 48.9% | 63.0%-14.1pp | 69.3%-20.4pp | 70.2%-21.3pp |
| Annual return | 21.59% | 24.12%-2.5pp | 30.76%-9.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,486 | $1,557-4.6% | $2,500-40.6% | $2,177-31.7% |
| Participant deferral / active EE | $2,538 | $2,550-0.5% | $3,603-29.6% | $3,514-27.8% |
| Admin fee / account holder | $51 | $532-90.4% | $5,418-99.1% | $847-94.0% |