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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,000 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,233 | $52,678-61.6% | $75,784-73.3% | $59,633-66.1% |
| Participation rate | 67.3% | 67.2%+0.1pp | 75.8%-8.5pp | 68.7%-1.3pp |
| Annual return | -0.24% | 2.95%-3.2pp | 9.68%-9.9pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,329 | $2,193-39.4% | $3,323-60.0% | $2,203-39.7% |
| Participant deferral / active EE | $2,778 | $2,591+7.2% | $3,652-23.9% | $3,192-13.0% |
| Admin fee / account holder | $9 | $3,610-99.7% | $5,300-99.8% | $4,297-99.8% |