Filed November 16, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP - NATIONAL FINANCIAL PARTNERS Service code 49 11100 BREN RD WEST · MINNETONKA, MN 55343 | 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,410 | $45,283-26.2% | $155,790-78.6% | $52,331-36.2% |
| Participation rate | 67.0% | 62.2%+4.8pp | 76.1%-9.1pp | 68.1%-1.1pp |
| Annual return | -0.47% | 1.80%-2.3pp | 71.54%-72.0pp | 4.54%-5.0pp |
| Employer contribution / active EE | $797 | $1,329-40.0% | $3,836-79.2% | $1,882-57.7% |
| Participant deferral / active EE | $2,065 | $2,854-27.7% | $4,797-57.0% | $3,022-31.7% |
| Admin fee / account holder | $24 | $981-97.5% | $7,478-99.7% | $592-95.9% |