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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,125 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP - NATIONAL FINANCIAL PARTNERS Service code 49 635 E REMINGTON RD · SCHAUMBURG, IL 60173 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,517 | $55,182-90.0% | $73,309-92.5% | $55,191-90.0% |
| Participation rate | 73.6% | 73.9%-0.4pp | 74.9%-1.3pp | 69.2%+4.4pp |
| Annual return | 4.84% | 8.55%-3.7pp | 5.67%-0.8pp | 10.78%-5.9pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,473 | $4,641-46.7% | $4,991-50.4% | $3,046-18.8% |
| Admin fee / account holder | $12 | $68-82.1% | $5,635-99.8% | $91-86.5% |