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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $6,510 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,014 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,929 | $59,105-39.2% | $159,991-77.5% | $66,930-46.3% |
| Participation rate | 57.9% | 68.1%-10.2pp | 78.0%-20.1pp | 69.8%-12.0pp |
| Annual return | -8.01% | -12.26%+4.2pp | 408.82%-416.8pp | 1.57%-9.6pp |
| Employer contribution / active EE | $1,638 | $1,983-17.4% | $4,225-61.2% | $2,545-35.6% |
| Participant deferral / active EE | $6,593 | $4,395+50.0% | $6,183+6.6% | $4,238+55.6% |
| Admin fee / account holder | $81 | $591-86.3% | $8,715-99.1% | $593-86.4% |