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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $975 |
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 | $16,752 | $45,283-63.0% | $155,789-89.2% | $52,331-68.0% |
| Participation rate | 47.9% | 62.2%-14.3pp | 76.1%-28.2pp | 68.1%-20.2pp |
| Annual return | 2.78% | 1.80%+1.0pp | 71.54%-68.8pp | 4.54%-1.8pp |
| Employer contribution / active EE | $1,480 | $1,329+11.4% | $3,839-61.4% | $1,882-21.4% |
| Participant deferral / active EE | $2,395 | $2,854-16.1% | $4,798-50.1% | $3,022-20.8% |
| Admin fee / account holder | $9 | $981-99.1% | $7,477-99.9% | $592-98.5% |