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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,257 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 49 11512 EL CAMINO REAL STE 210 · SAN DIEGO, CA 92130 | 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,554 | $63,471-42.4% | $68,808-46.9% | $66,938-45.4% |
| Participation rate | 51.4% | 60.0%-8.6pp | 69.0%-17.6pp | 69.8%-18.4pp |
| Annual return | -14.51% | -8.29%-6.2pp | -6.37%-8.1pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,949 | $1,776+9.7% | $2,656-26.6% | $2,545-23.4% |
| Participant deferral / active EE | $3,753 | $2,946+27.4% | $3,942-4.8% | $4,238-11.4% |
| Admin fee / account holder | $39 | $578-93.2% | $4,936-99.2% | $594-93.4% |