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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,690 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 340 BROADWAY SECOND FLOOR · SARATOGA SPRINGS, NY 12866 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Employer 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.
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 | $7,532 | $37,134-79.7% | $100,671-92.5% | $52,331-85.6% |
| Participation rate | 92.0% | 57.7%+34.3pp | 70.7%+21.3pp | 68.1%+23.9pp |
| Annual return | -0.99% | 0.10%-1.1pp | 20.43%-21.4pp | 4.54%-5.5pp |
| Employer contribution / active EE | $152 | $1,187-87.2% | $4,012-96.2% | $1,882-91.9% |
| Participant deferral / active EE | $1,218 | $2,163-43.7% | $3,144-61.2% | $3,022-59.7% |
| Admin fee / account holder | $31 | $467-93.3% | $4,850-99.4% | $592-94.7% |