Filed October 31, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,200 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,995 | $45,283-16.1% | $155,789-75.6% | $52,331-27.4% |
| Participation rate | 32.5% | 62.2%-29.7pp | 76.1%-43.6pp | 68.1%-35.6pp |
| Annual return | -2.57% | 1.80%-4.4pp | 71.54%-74.1pp | 4.54%-7.1pp |
| Employer contribution / active EE | $296 | $1,329-77.8% | $3,839-92.3% | $1,882-84.3% |
| Participant deferral / active EE | $1,664 | $2,854-41.7% | $4,798-65.3% | $3,022-44.9% |
| Admin fee / account holder | $9 | $981-99.1% | $7,477-99.9% | $592-98.4% |