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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,111 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
PLAN MEMBER SECURITIES CORP1+ years Filed as: PLAN MEMBER SECURITIES CORPORATION Service code 49 31092 PASEO VALENCIA · SAN JUAN CAPISTRANO, CA 92675 | 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 | $6,787 | $68,413-90.1% | $123,105-94.5% | $55,191-87.7% |
| Participation rate | 36.2% | 84.5%-48.3pp | 86.8%-50.6pp | 69.2%-33.0pp |
| Annual return | 17.22% | 6.30%+10.9pp | 13.22%+4.0pp | 10.78%+6.4pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,818 | $4,490-59.5% | $6,229-70.8% | $3,046-40.3% |
| Admin fee / account holder | $11 | $88-86.9% | $9,014-99.9% | $91-87.4% |