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| Provider | Service type | Compensation |
|---|---|---|
SWEENEY CONRAD, P.S.4+ years Service code 10 · EIN 41-0746749 | Accounting | $15,500 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $14,532 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,839 | $28,109-47.2% | $71,086-79.1% | $56,287-73.6% |
| Participation rate | 11.9% | 40.4%-28.5pp | 54.7%-42.8pp | 69.9%-58.0pp |
| Annual return | -7.97% | -615.05%+607.1pp | 650.59%-658.6pp | -9.96%+2.0pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $307 | $1,116-72.5% | $1,874-83.6% | $3,350-90.8% |
| Admin fee / account holder | $280 | $585-52.2% | $3,082-90.9% | $521-46.3% |