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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,975 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA Service code 49 8000 UTAH STREET · MERRILLVILLE, IN 46410 | 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.
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).
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 | $11,934 | $45,152-73.6% | $73,836-83.8% | $59,633-80.0% |
| Participation rate | 58.6% | 64.0%-5.4pp | 73.4%-14.9pp | 68.7%-10.1pp |
| Annual return | -1.02% | 27.40%-28.4pp | 2268.06%-2269.1pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,261 | $1,901-33.7% | $2,787-54.7% | $2,203-42.7% |
| Participant deferral / active EE | $1,649 | $2,573-35.9% | $3,583-54.0% | $3,192-48.3% |
| Admin fee / account holder | $41 | $3,515-98.8% | $4,882-99.2% | $4,297-99.0% |