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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,626 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS, INC Service code 49 4000 SMITH RD STE 300 · CINCINNATI, OH 45209 | 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.
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).
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 | $9,252 | $30,979-70.1% | $67,704-86.3% | $59,188-84.4% |
| Participation rate | 8.1% | 40.5%-32.4pp | 67.5%-59.4pp | 69.4%-61.3pp |
| Annual return | -4.07% | -1.74%-2.3pp | 25.41%-29.5pp | 5.51%-9.6pp |
| Employer contribution / active EE | $56 | $807-93.1% | $2,559-97.8% | $2,098-97.3% |
| Participant deferral / active EE | $310 | $1,603-80.6% | $3,585-91.3% | $3,265-90.5% |
| Admin fee / account holder | $15 | $81-81.1% | $4,255-99.6% | $92-83.4% |