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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,300 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
BCG SECURITIES1+ years Service code 49 37 WEST AVENUE SUITE 300 · WAYNE, PA 19087 | 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,138 | $33,745-72.9% | $64,105-85.7% | $55,191-83.4% |
| Participation rate | 21.9% | 59.4%-37.4pp | 68.2%-46.3pp | 69.2%-47.3pp |
| Annual return | 2.37% | 4.95%-2.6pp | 791.24%-788.9pp | 10.78%-8.4pp |
| Employer contribution / active EE | $428 | $641-33.2% | $1,820-76.5% | $1,899-77.4% |
| Participant deferral / active EE | $656 | $1,929-66.0% | $2,822-76.8% | $3,046-78.5% |
| Admin fee / account holder | $18 | $94-81.1% | $4,499-99.6% | $91-80.4% |