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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $5,185 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $35,715 | $46,722-23.6% | $130,660-72.7% | $65,185-45.2% |
| Participation rate | 24.8% | 60.9%-36.1pp | 71.7%-46.9pp | 70.2%-45.4pp |
| Annual return | 18.77% | 24.17%-5.4pp | 1709.29%-1690.5pp | 29.38%-10.6pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $773 | $2,545-69.6% | $3,603-78.6% | $3,514-78.0% |
| Admin fee / account holder | $153 | $453-66.2% | $5,463-97.2% | $847-81.9% |