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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,738 |
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 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS (WACHOVIA SECU Service code 49 816 SOUTH ELDORADO ROAD · BLOOMINGTON, IL 61704 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,571 | $57,108-58.7% | $94,228-75.0% | $52,331-55.0% |
| Participation rate | 98.3% | 72.9%+25.4pp | 78.8%+19.5pp | 68.1%+30.2pp |
| Annual return | 1.62% | 1.47%+0.1pp | 10.68%-9.1pp | 4.54%-2.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,397 | $3,040-54.0% | $4,320-67.7% | $3,022-53.8% |
| Admin fee / account holder | $14 | $546-97.5% | $6,269-99.8% | $592-97.7% |