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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,250 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES SERVICE NETWORK, INC Service code 49 1317 RT 73 SUITE 107 · MT LAUREL, NJ 08054 | 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 | $21,904 | $53,412-59.0% | $68,509-68.0% | $52,331-58.1% |
| Participation rate | 59.1% | 71.7%-12.6pp | 74.7%-15.6pp | 68.1%-9.0pp |
| Annual return | 0.23% | 3.42%-3.2pp | 8.27%-8.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $590 | $1,607-63.3% | $2,278-74.1% | $1,882-68.6% |
| Participant deferral / active EE | $3,067 | $2,688+14.1% | $3,382-9.3% | $3,022+1.5% |
| Admin fee / account holder | $15 | $461-96.8% | $5,275-99.7% | $592-97.5% |