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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $605 |
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 19800 MACARTHUR BLVD STE 1400 · IRVINE, CA 92612 | Other Services | $0 |
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.
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 | $46,085 | $63,314-27.2% | $91,004-49.4% | $62,293-26.0% |
| Participation rate | 19.3% | 73.3%-54.1pp | 75.6%-56.3pp | 69.5%-50.3pp |
| Annual return | 21.30% | 21.00%+0.3pp | 4.60%+16.7pp | 28.90%-7.6pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,090 | $2,944-63.0% | $3,548-69.3% | $3,169-65.6% |
| Admin fee / account holder | $16 | $468-96.6% | $5,417-99.7% | $479-96.7% |