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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,625 |
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.
Participant 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 | $15,907 | $72,770-78.1% | $67,652-76.5% | $55,191-71.2% |
| Participation rate | 32.1% | 78.8%-46.7pp | 75.7%-43.5pp | 69.2%-37.0pp |
| Annual return | 0.00% | -3.26%+3.3pp | 6625.40%-6625.4pp | 10.78%-10.8pp |
| Employer contribution / active EE | $802 | $1,769-54.7% | $2,266-64.6% | $1,899-57.8% |
| Participant deferral / active EE | $1,301 | $3,408-61.8% | $3,560-63.4% | $3,046-57.3% |
| Admin fee / account holder | $12 | $79-84.9% | $4,821-99.8% | $91-86.9% |