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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $45,378 |
Service code 15 · EIN 23-3038134 | Recordkeeping | $37,999 |
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 |
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 | $50,619 | $88,324-42.7% | $115,037-56.0% | $55,191-8.3% |
| Participation rate | 92.1% | 72.5%+19.6pp | 81.4%+10.7pp | 69.2%+22.9pp |
| Annual return | 1.80% | 6.30%-4.5pp | 26.14%-24.3pp | 10.78%-9.0pp |
| Employer contribution / active EE | $2,442 | $2,805-12.9% | $4,608-47.0% | $1,899+28.6% |
| Participant deferral / active EE | $7,794 | $5,042+54.6% | $6,026+29.3% | $3,046+155.8% |
| Admin fee / account holder | $86 | $105-18.6% | $8,175-99.0% | $91-5.5% |