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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,641 |
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 |
Annual investment return 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.
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 | $9,630 | $70,002-86.2% | $115,038-91.6% | $52,331-81.6% |
| Participation rate | 90.2% | 72.1%+18.1pp | 81.4%+8.8pp | 68.1%+22.1pp |
| Annual return | -3.04% | 4.04%-7.1pp | 26.14%-29.2pp | 4.54%-7.6pp |
| Employer contribution / active EE | $1,401 | $2,715-48.4% | $4,608-69.6% | $1,882-25.5% |
| Participant deferral / active EE | $2,600 | $4,920-47.1% | $6,026-56.8% | $3,022-14.0% |
| Admin fee / account holder | $36 | $566-93.7% | $8,175-99.6% | $592-94.0% |