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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,820 |
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 |
Participant contribution per participant 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.
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 | $2,970 | $68,413-95.7% | $123,106-97.6% | $55,191-94.6% |
| Participation rate | 70.6% | 84.5%-14.0pp | 86.8%-16.2pp | 69.2%+1.4pp |
| Annual return | 2.24% | 6.30%-4.1pp | 13.22%-11.0pp | 10.78%-8.5pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,879 | $4,490-58.2% | $6,229-69.8% | $3,046-38.3% |
| Admin fee / account holder | $51 | $88-41.7% | $9,015-99.4% | $91-43.6% |