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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,593 |
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 49 287 TURNPIKE ROAD SUITE 250 · WESTBOROUGH, MA 01581 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,849 | $53,412+4.6% | $68,509-18.5% | $52,331+6.7% |
| Participation rate | 52.6% | 71.7%-19.0pp | 74.7%-22.1pp | 68.1%-15.5pp |
| Annual return | -0.48% | 3.42%-3.9pp | 8.27%-8.8pp | 4.54%-5.0pp |
| Employer contribution / active EE | $435 | $1,607-72.9% | $2,278-80.9% | $1,882-76.9% |
| Participant deferral / active EE | $2,722 | $2,688+1.3% | $3,382-19.5% | $3,022-9.9% |
| Admin fee / account holder | $17 | $461-96.3% | $5,275-99.7% | $592-97.1% |