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| Provider | Service type | Compensation |
|---|---|---|
WADE STABLES P.C.5+ years Filed as: WADE FINANCIAL ADVISOR Service code 27 2105 S. BASCOM AVE · CAMPBELL, CA 95008 | Advisory (Plan) | $19,103 |
401KDIRECTPRO, INC.3 years Service code 26 · EIN 20-3825735 3027 CENTRAL STREET · EVANSTON, IL 60201 | Advisory (Participants) | $14,031 |
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).
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 | $68,267 | $38,365+77.9% | $84,628-19.3% | $65,185+4.7% |
| Participation rate | 18.4% | 55.7%-37.2pp | 68.2%-49.8pp | 70.2%-51.8pp |
| Annual return | 14.41% | 32.00%-17.6pp | 258.80%-244.4pp | 29.38%-15.0pp |
| Employer contribution / active EE | $328 | $1,258-73.9% | $2,653-87.6% | $2,177-84.9% |
| Participant deferral / active EE | $813 | $2,278-64.3% | $3,900-79.2% | $3,514-76.9% |
| Admin fee / account holder | $1,136 | $451+151.6% | $4,914-76.9% | $847+34.0% |