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| Provider | Service type | Compensation |
|---|---|---|
WADE STABLES P.C.4+ years Filed as: WADE FINANCIAL ADVISOR Service code 27 2105 S. BASCOM AVE · CAMPBELL, CA 95008 | Advisory (Plan) | $19,155 |
401KDIRECTPRO, INC.2 years Service code 26 · EIN 20-3825735 3027 CENTRAL STREET · EVANSTON, IL 60201 | Advisory (Participants) | $14,219 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,393 | $33,067+73.6% | $76,518-25.0% | $56,289+2.0% |
| Participation rate | 17.9% | 55.4%-37.5pp | 68.0%-50.1pp | 69.9%-52.0pp |
| Annual return | -4.62% | 2.72%-7.3pp | -0.27%-4.4pp | -9.96%+5.3pp |
| Employer contribution / active EE | $437 | $1,200-63.6% | $2,647-83.5% | $2,111-79.3% |
| Participant deferral / active EE | $1,049 | $2,240-53.2% | $3,836-72.7% | $3,350-68.7% |
| Admin fee / account holder | $1,146 | $537+113.4% | $4,849-76.4% | $521+120.0% |