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| Provider | Service type | Compensation |
|---|---|---|
WADE STABLES P.C.3+ years Filed as: WADE FINANCIAL ADVISOR Service code 27 2105 S. BASCOM AVE · CAMPBELL, CA 95008 | Advisory (Plan) | $16,920 |
401KDIRECTPRO, INC.1 year Service code 26 · EIN 20-3825735 3027 CENTRAL STREET · EVANSTON, IL 60201 | Advisory (Participants) | $12,340 |
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.)
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 | $57,564 | $36,767+56.6% | $81,473-29.3% | $62,293-7.6% |
| Participation rate | 21.6% | 54.4%-32.8pp | 68.0%-46.4pp | 69.5%-47.9pp |
| Annual return | 15.20% | 173.80%-158.6pp | 38.78%-23.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $415 | $1,128-63.2% | $2,568-83.8% | $2,042-79.7% |
| Participant deferral / active EE | $1,044 | $2,111-50.5% | $3,537-70.5% | $3,169-67.0% |
| Admin fee / account holder | $725 | $797-9.0% | $4,561-84.1% | $479+51.3% |