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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,100 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CALTON & ASSOCIATES, INC.1+ years Filed as: CALTON & ASSOCIATES Service code 49 1123 BROADWAY · NEW YORK, NY 10010 | 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.
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 | $24,214 | $39,245-38.3% | $64,105-62.2% | $52,331-53.7% |
| Participation rate | 68.6% | 58.2%+10.3pp | 68.2%+0.4pp | 68.1%+0.5pp |
| Annual return | -3.80% | 14.79%-18.6pp | 791.24%-795.0pp | 4.54%-8.3pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,733 | $1,992+87.4% | $2,822+32.3% | $3,022+23.5% |
| Admin fee / account holder | $9 | $592-98.4% | $4,499-99.8% | $592-98.4% |