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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $780 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS 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 | $51,638 | $70,917-27.2% | $98,916-47.8% | $73,493-29.7% |
| Participation rate | 26.6% | 73.8%-47.2pp | 76.0%-49.4pp | 70.7%-44.1pp |
| Annual return | 18.48% | 34.18%-15.7pp | 196.45%-178.0pp | 28.51%-10.0pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,323 | $3,501-62.2% | $4,245-68.8% | $3,740-64.6% |
| Admin fee / account holder | $13 | $535-97.6% | $6,642-99.8% | $513-97.5% |