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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $57,135 |
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 |
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 | $56,768 | $62,324-8.9% | $68,509-17.1% | $55,191+2.9% |
| Participation rate | 87.2% | 78.9%+8.3pp | 74.7%+12.5pp | 69.2%+18.0pp |
| Annual return | 0.07% | 4.26%-4.2pp | 8.27%-8.2pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,946 | $2,223+32.5% | $2,278+29.3% | $1,899+55.2% |
| Participant deferral / active EE | $4,771 | $3,425+39.3% | $3,382+41.0% | $3,046+56.6% |
| Admin fee / account holder | $127 | $91+39.3% | $5,275-97.6% | $91+40.2% |