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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAGEPOINT FINANCIAL INC1+ years Filed as: AIG SECURITIES A.K.A. SAGEPOINT ADV Service code 49 201 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | 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.
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 | $7,866 | $34,492-77.2% | $80,004-90.2% | $55,191-85.7% |
| Participation rate | 12.0% | 62.9%-50.9pp | 73.0%-61.0pp | 69.2%-57.2pp |
| Annual return | -10.70% | 3.50%-14.2pp | 7.63%-18.3pp | 10.78%-21.5pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,473-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $724 | $2,104-65.6% | $3,204-77.4% | $3,046-76.2% |
| Admin fee / account holder | $8 | $69-88.3% | $5,033-99.8% | $91-91.0% |