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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,579 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 15 · EIN 48-1305000 | Recordkeeping | $27,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,089 | $91,695-84.6% | $67,575-79.2% | $77,736-81.9% |
| Participation rate | 68.9% | 76.0%-7.2pp | 72.9%-4.0pp | 70.6%-1.7pp |
| Annual return | 14.52% | 14.88%-0.4pp | 3528.98%-3514.5pp | 31.26%-16.7pp |
| Employer contribution / active EE | $1,409 | $3,189-55.8% | $2,736-48.5% | $2,728-48.3% |
| Participant deferral / active EE | $2,361 | $3,912-39.6% | $4,003-41.0% | $4,651-49.2% |
| Admin fee / account holder | $92 | $245-62.6% | $3,993-97.7% | $433-78.9% |