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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,523 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $10,970 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,203 | $77,569-79.1% | $115,599-86.0% | $64,097-74.7% |
| Participation rate | 72.1% | 60.7%+11.5pp | 74.3%-2.1pp | 55.2%+17.0pp |
| Annual return | 14.72% | 18.52%-3.8pp | 111.10%-96.4pp | 34.64%-19.9pp |
| Employer contribution / active EE | $0 | $1,915-100.0% | $2,955-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $346 | $3,327-89.6% | $4,889-92.9% | $3,080-88.8% |
| Admin fee / account holder | $191 | $4,470-95.7% | $12,841-98.5% | $3,454-94.5% |