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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,825 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURIAN FINANCIAL SERVICES INC1+ years Filed as: SECURIAN, INC Service code 49 THREE PARKWAY NORTH · DEERFIELD, IL 60015 | 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.
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 | $15,954 | $53,412-70.1% | $68,509-76.7% | $52,331-69.5% |
| Participation rate | 36.2% | 71.7%-35.5pp | 74.7%-38.6pp | 68.1%-31.9pp |
| Annual return | -2.13% | 3.42%-5.6pp | 8.27%-10.4pp | 4.54%-6.7pp |
| Employer contribution / active EE | $980 | $1,607-39.0% | $2,278-57.0% | $1,882-47.9% |
| Participant deferral / active EE | $1,547 | $2,688-42.4% | $3,382-54.3% | $3,022-48.8% |
| Admin fee / account holder | $42 | $461-91.0% | $5,275-99.2% | $592-93.0% |