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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $725 |
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 |
Filed as: VOYA FINANCIAL ADVISORS (FORMERLY I Service code 49 223 MAIN ST · PORT WASHINGTON, NY 11050 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,170 | $65,703-76.9% | $94,228-83.9% | $59,633-74.6% |
| Participation rate | 58.9% | 72.1%-13.2pp | 78.8%-19.9pp | 68.7%-9.8pp |
| Annual return | -2.49% | 5.22%-7.7pp | 10.68%-13.2pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,053 | $3,143-66.5% | $4,320-75.6% | $3,192-67.0% |
| Admin fee / account holder | $9 | $4,264-99.8% | $6,269-99.9% | $4,297-99.8% |