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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,813 |
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.
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 | $8,066 | $39,458-79.6% | $60,547-86.7% | $55,191-85.4% |
| Participation rate | 33.0% | 59.6%-26.6pp | 68.0%-35.0pp | 69.2%-36.2pp |
| Annual return | 0.97% | 3.35%-2.4pp | 335.64%-334.7pp | 10.78%-9.8pp |
| Employer contribution / active EE | $311 | $1,210-74.3% | $2,419-87.1% | $1,899-83.6% |
| Participant deferral / active EE | $504 | $2,140-76.4% | $3,328-84.8% | $3,046-83.4% |
| Admin fee / account holder | $42 | $95-55.6% | $4,536-99.1% | $91-53.5% |