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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,531 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS (MASS MUTUAL LIFE) Service code 49 2932 PINE GROVE AVENUE · PORT HURON, MI 48060 | 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.
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.
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 | $8,772 | $54,320-83.9% | $67,652-87.0% | $52,331-83.2% |
| Participation rate | 69.7% | 73.6%-3.9pp | 75.7%-6.0pp | 68.1%+1.6pp |
| Annual return | -1.01% | 6.81%-7.8pp | 6625.40%-6626.4pp | 4.54%-5.6pp |
| Employer contribution / active EE | $241 | $1,544-84.4% | $2,266-89.3% | $1,882-87.2% |
| Participant deferral / active EE | $1,527 | $2,950-48.3% | $3,560-57.1% | $3,022-49.5% |
| Admin fee / account holder | $23 | $527-95.7% | $4,821-99.5% | $592-96.1% |