Filed October 1, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $27,374 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS (WACHOVIA SECU Service code 49 2661 RIVA ROAD · ANNAPOLIS, MD 21401 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,409 | $68,413-80.4% | $123,104-89.1% | $55,191-75.7% |
| Participation rate | 87.1% | 84.5%+2.6pp | 86.8%+0.4pp | 69.2%+18.0pp |
| Annual return | 2.48% | 6.30%-3.8pp | 13.22%-10.7pp | 10.78%-8.3pp |
| Employer contribution / active EE | $1,379 | $3,050-54.8% | $5,151-73.2% | $1,899-27.4% |
| Participant deferral / active EE | $2,132 | $4,490-52.5% | $6,230-65.8% | $3,046-30.0% |
| Admin fee / account holder | $31 | $88-64.6% | $9,015-99.7% | $91-65.7% |