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| Provider | Service type | Compensation |
|---|---|---|
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 | $31,501 | $70,002-55.0% | $115,038-72.6% | $52,331-39.8% |
| Participation rate | 38.6% | 72.1%-33.5pp | 81.4%-42.8pp | 68.1%-29.5pp |
| Annual return | 8.06% | 4.04%+4.0pp | 26.14%-18.1pp | 4.54%+3.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,678 | $4,920-4.9% | $6,026-22.4% | $3,022+54.8% |
| Admin fee / account holder | $91 | $566-83.9% | $8,175-98.9% | $592-84.6% |