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| Provider | Service type | Compensation |
|---|---|---|
WADE STABLES P.C.6+ years Filed as: WADE FINANCIAL ADVISOR Service code 27 2105 S. BASCOM AVE · CAMPBELL, CA 95008 | Advisory (Plan) | $21,653 |
401KDIRECTPRO, INC.4 years Service code 26 · EIN 20-3825735 3027 CENTRAL STREET · EVANSTON, IL 60201 | Advisory (Participants) | $14,882 |
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 | $79,697 | $43,133+84.8% | $89,414-10.9% | $73,493+8.4% |
| Participation rate | 17.5% | 55.0%-37.5pp | 68.0%-50.5pp | 70.7%-53.2pp |
| Annual return | 12.84% | 135.66%-122.8pp | 245.50%-232.7pp | 28.51%-15.7pp |
| Employer contribution / active EE | $369 | $1,438-74.3% | $2,586-85.7% | $2,270-83.7% |
| Participant deferral / active EE | $849 | $2,445-65.3% | $3,890-78.2% | $3,740-77.3% |
| Admin fee / account holder | $1,223 | $444+175.6% | $4,883-75.0% | $513+138.4% |