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| Provider | Service type | Compensation |
|---|---|---|
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,744 | $37,117-60.3% | $147,617-90.0% | $55,191-73.3% |
| Participation rate | 27.5% | 63.6%-36.1pp | 84.6%-57.1pp | 69.2%-41.6pp |
| Annual return | -0.45% | 3.44%-3.9pp | 61.98%-62.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $290 | $1,620-82.1% | $5,564-94.8% | $1,899-84.7% |
| Participant deferral / active EE | $525 | $1,985-73.6% | $4,895-89.3% | $3,046-82.8% |
| Admin fee / account holder | $14 | $86-83.8% | $11,612-99.9% | $91-84.7% |