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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,065 |
ADP BROKER-DEALER2 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 49 500 SILVER SPUR 3RD FLOOR · ROLLING HILLS ESTATE, CA 90275 | 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.
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 | $6,632 | $50,637-86.9% | $86,582-92.3% | $62,293-89.4% |
| Participation rate | 52.0% | 67.9%-15.9pp | 73.5%-21.5pp | 69.5%-17.5pp |
| Annual return | 19.45% | 20.80%-1.3pp | 965.08%-945.6pp | 28.90%-9.4pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,805 | $2,611-30.9% | $3,609-50.0% | $3,169-43.1% |
| Admin fee / account holder | $6 | $413-98.6% | $4,904-99.9% | $479-98.8% |