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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $640 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS WACHOVIA SECUR Service code 49 1999 HARRISON STREET SUITE 2050 · OAKLAND, CA 94612 | Other Services | $0 |
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.
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 | $26,854 | $71,192-62.3% | $117,861-77.2% | $62,293-56.9% |
| Participation rate | 40.6% | 74.2%-33.6pp | 79.7%-39.0pp | 69.5%-28.9pp |
| Annual return | 15.50% | 18.66%-3.2pp | 335.11%-319.6pp | 28.90%-13.4pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,128 | $3,189-33.3% | $4,482-52.5% | $3,169-32.8% |
| Admin fee / account holder | $6 | $587-99.0% | $8,021-99.9% | $479-98.8% |