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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $29,112 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,018 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,722 | $68,996-59.8% | $159,991-82.7% | $68,495-59.5% |
| Participation rate | 69.9% | 65.4%+4.5pp | 78.0%-8.1pp | 67.9%+2.0pp |
| Annual return | -15.94% | -9.65%-6.3pp | 408.82%-424.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,887 | $2,212-14.7% | $4,225-55.3% | $2,596-27.3% |
| Participant deferral / active EE | $2,459 | $4,211-41.6% | $6,183-60.2% | $4,028-38.9% |
| Admin fee / account holder | $229 | $4,797-95.2% | $8,715-97.4% | $5,403-95.8% |