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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 45-3794639 | Recordkeeping | $5,604 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,225 |
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 |
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.
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 | $16,631 | $88,324-81.2% | $115,038-85.5% | $55,191-69.9% |
| Participation rate | 59.4% | 72.5%-13.1pp | 81.4%-21.9pp | 69.2%-9.7pp |
| Annual return | 1.89% | 6.30%-4.4pp | 26.14%-24.3pp | 10.78%-8.9pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,806 | $5,042-44.3% | $6,026-53.4% | $3,046-7.9% |
| Admin fee / account holder | $22 | $105-78.8% | $8,175-99.7% | $91-75.4% |