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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,175 |
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 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS (WACHOVIA SECU Service code 49 86 DENISON AVE · MYSTIC, CT 06355 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,746 | $72,770-44.0% | $67,653-39.8% | $55,191-26.2% |
| Participation rate | 66.9% | 78.8%-11.9pp | 75.7%-8.8pp | 69.2%-2.3pp |
| Annual return | 53.92% | -3.26%+57.2pp | 6625.22%-6571.3pp | 10.78%+43.1pp |
| Employer contribution / active EE | $1,568 | $1,769-11.3% | $2,266-30.8% | $1,899-17.4% |
| Participant deferral / active EE | $3,674 | $3,408+7.8% | $3,560+3.2% | $3,046+20.6% |
| Admin fee / account holder | $13 | $79-84.1% | $4,821-99.7% | $91-86.2% |