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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,675 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA Service code 49 310 PASSAIC AVENUE · FAIRFIELD, NJ 07004 | 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 | $4,024 | $88,324-95.4% | $115,038-96.5% | $55,191-92.7% |
| Participation rate | 53.2% | 72.5%-19.3pp | 81.4%-28.2pp | 69.2%-16.0pp |
| Annual return | 0.00% | 6.30%-6.3pp | 26.14%-26.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,487 | $5,042-50.7% | $6,026-58.7% | $3,046-18.3% |
| Admin fee / account holder | $7 | $105-93.2% | $8,175-99.9% | $91-92.1% |