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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,148 |
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.
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 | $5,331 | $22,714-76.5% | $59,496-91.0% | $55,191-90.3% |
| Participation rate | 69.8% | 37.5%+32.3pp | 54.6%+15.2pp | 69.2%+0.6pp |
| Annual return | -0.40% | -44.01%+43.6pp | 182.05%-182.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $704 | $843-16.6% | $1,829-61.5% | $3,046-76.9% |
| Admin fee / account holder | $19 | $83-77.3% | $2,232-99.2% | $91-79.2% |