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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $825 |
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.
Participant contribution per participant 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).
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 | $29,883 | $48,313-38.1% | $73,309-59.2% | $52,331-42.9% |
| Participation rate | 49.3% | 68.6%-19.3pp | 74.9%-25.6pp | 68.1%-18.8pp |
| Annual return | 0.57% | 3.85%-3.3pp | 5.67%-5.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,399 | $4,189-66.6% | $4,991-72.0% | $3,022-53.7% |
| Admin fee / account holder | $10 | $404-97.4% | $5,637-99.8% | $592-98.3% |