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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,250 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,358 | $33,745-21.9% | $64,105-58.9% | $55,191-52.2% |
| Participation rate | 26.5% | 59.4%-32.9pp | 68.2%-41.7pp | 69.2%-42.7pp |
| Annual return | -1.78% | 4.95%-6.7pp | 791.24%-793.0pp | 10.78%-12.6pp |
| Employer contribution / active EE | $232 | $641-63.9% | $1,820-87.3% | $1,899-87.8% |
| Participant deferral / active EE | $815 | $1,929-57.8% | $2,822-71.1% | $3,046-73.3% |
| Admin fee / account holder | $27 | $94-71.3% | $4,499-99.4% | $91-70.1% |