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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $175 |
ADP BROKER-DEALER1+ years Filed as: ADP BROKER DEALER Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER1+ years Service code 59 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 | 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,404 | $39,798-28.6% | $67,704-58.0% | $59,633-52.4% |
| Participation rate | 10.6% | 57.4%-46.8pp | 67.5%-56.9pp | 68.7%-58.1pp |
| Annual return | 0.00% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,076 | $2,335-53.9% | $3,585-70.0% | $3,192-66.3% |
| Admin fee / account holder | $218 | $3,212-93.2% | $4,255-94.9% | $4,297-94.9% |