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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,075 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP - NATIONAL FINANCIAL PARTNERS Service code 49 501 FELLOWSHIP ROAD · MOUNT LAUREL, NJ 08054 | 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.
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 | $72,489 | $70,002+3.6% | $115,038-37.0% | $52,331+38.5% |
| Participation rate | 33.3% | 72.1%-38.8pp | 81.4%-48.0pp | 68.1%-34.8pp |
| Annual return | -0.58% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,470 | $4,920-9.1% | $6,026-25.8% | $3,022+47.9% |
| Admin fee / account holder | $15 | $566-97.3% | $8,175-99.8% | $592-97.4% |