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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,554 |
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 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT BROKERAGE SERVICES Service code 49 409 E MONUMENT AVE · DAYTON, OH 45402 | Other Services | $0 |
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).
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 | $11,144 | $46,360-76.0% | $147,617-92.5% | $52,331-78.7% |
| Participation rate | 96.1% | 64.9%+31.1pp | 84.6%+11.5pp | 68.1%+28.0pp |
| Annual return | -5.23% | 1.62%-6.9pp | 61.98%-67.2pp | 4.54%-9.8pp |
| Employer contribution / active EE | $1,705 | $2,126-19.8% | $5,564-69.4% | $1,882-9.4% |
| Participant deferral / active EE | $4,150 | $2,258+83.8% | $4,895-15.2% | $3,022+37.3% |
| Admin fee / account holder | $12 | $766-98.5% | $11,612-99.9% | $592-98.0% |