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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,734 |
SWEENEY CONRAD, P.S.1+ years Service code 10 · EIN 41-0746749 | Accounting | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $18,001 | $22,714-20.7% | $59,496-69.7% | $55,191-67.4% |
| Participation rate | 12.2% | 37.5%-25.3pp | 54.6%-42.4pp | 69.2%-57.0pp |
| Annual return | -2.76% | -44.01%+41.2pp | 182.05%-184.8pp | 10.78%-13.5pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $327 | $843-61.3% | $1,829-82.1% | $3,046-89.3% |
| Admin fee / account holder | $213 | $83+155.9% | $2,232-90.4% | $91+135.0% |