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| Provider | Service type | Compensation |
|---|---|---|
WADE STABLES P.C.2+ years Filed as: WADE FINANCIAL ADVISOR Service code 27 2105 S. BASCOM AVENUE · CAMPBELL, CA 95008 | Advisory (Plan) | $13,420 |
401KDIRECTPRO, INC.2+ years Filed as: 401KDIRECTPRO, INC Service code 26 · EIN 20-3825735 3027 CENTRAL STREET · EVANSTON, IL 60201 | Advisory (Participants) | $11,421 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,287 | $32,425+39.7% | $74,577-39.3% | $55,167-17.9% |
| Participation rate | 22.6% | 54.0%-31.4pp | 68.1%-45.6pp | 69.0%-46.4pp |
| Annual return | 4.90% | 10.63%-5.7pp | 20.47%-15.6pp | 169.23%-164.3pp |
| Employer contribution / active EE | $417 | $1,043-60.0% | $2,525-83.5% | $1,963-78.7% |
| Participant deferral / active EE | $981 | $1,995-50.8% | $3,458-71.6% | $3,054-67.9% |
| Admin fee / account holder | $586 | $748-21.7% | $4,138-85.8% | $504+16.3% |