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| Provider | Service type | Compensation |
|---|---|---|
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 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,712 | $46,360+28.8% | $147,617-59.5% | $52,331+14.1% |
| Participation rate | 3.5% | 64.9%-61.5pp | 84.6%-81.1pp | 68.1%-64.6pp |
| Annual return | 1.91% | 1.62%+0.3pp | 61.98%-60.1pp | 4.54%-2.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $381 | $2,258-83.1% | $4,895-92.2% | $3,022-87.4% |
| Admin fee / account holder | $1 | $766-99.9% | $11,612-100.0% | $592-99.8% |