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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,245 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 49 400 E MAIN STREET STE 100 · VISALIA, CA 93291 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
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 | $51,560 | $51,355+0.4% | $90,970-43.3% | - |
| Participation rate | 48.5% | 56.3%-7.8pp | 69.0%-20.5pp | - |
| Annual return | 18.00% | 22.61%-4.6pp | 134.60%-116.6pp | - |
| Employer contribution / active EE | $202 | $901-77.6% | $2,122-90.5% | - |
| Participant deferral / active EE | $2,336 | $2,212+5.6% | $3,373-30.8% | - |
| Admin fee / account holder | $21 | $7,937-99.7% | $5,961-99.6% | - |