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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,335 | $37,117-56.0% | $147,617-88.9% | $55,191-70.4% |
| Participation rate | 24.3% | 63.6%-39.3pp | 84.6%-60.3pp | 69.2%-44.8pp |
| Annual return | 5.77% | 3.44%+2.3pp | 61.98%-56.2pp | 10.78%-5.0pp |
| Employer contribution / active EE | $135 | $1,620-91.7% | $5,564-97.6% | $1,899-92.9% |
| Participant deferral / active EE | $651 | $1,985-67.2% | $4,895-86.7% | $3,046-78.6% |
| Admin fee / account holder | $48 | $86-43.5% | $11,612-99.6% | $91-46.8% |