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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,531 | $50,464+142.8% | $75,781+61.7% | $52,331+134.1% |
| Participation rate | 54.7% | 66.8%-12.1pp | 75.8%-21.1pp | 68.1%-13.4pp |
| Annual return | -2.16% | 1.03%-3.2pp | 9.68%-11.8pp | 4.54%-6.7pp |
| Employer contribution / active EE | $1,983 | $1,988-0.3% | $3,323-40.3% | $1,882+5.4% |
| Participant deferral / active EE | $3,953 | $2,570+53.8% | $3,651+8.3% | $3,022+30.8% |
| Admin fee / account holder | $12 | $1,103-98.9% | $5,299-99.8% | $592-98.0% |