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| Provider | Service type | Compensation |
|---|---|---|
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,927 | $37,117-11.3% | $147,614-77.7% | $55,191-40.3% |
| Participation rate | 19.8% | 63.6%-43.8pp | 84.6%-64.8pp | 69.2%-49.4pp |
| Annual return | -2.48% | 3.44%-5.9pp | 61.98%-64.5pp | 10.78%-13.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,089 | $1,985-45.1% | $4,895-77.8% | $3,046-64.2% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |