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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,896 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $2,795 | $47,078-94.1% | $100,671-97.2% | $55,191-94.9% |
| Participation rate | 63.1% | 58.0%+5.1pp | 70.7%-7.6pp | 69.2%-6.0pp |
| Annual return | -0.71% | 0.65%-1.4pp | 20.43%-21.1pp | 10.78%-11.5pp |
| Employer contribution / active EE | $243 | $1,065-77.2% | $4,012-93.9% | $1,899-87.2% |
| Participant deferral / active EE | $948 | $2,038-53.5% | $3,144-69.8% | $3,046-68.9% |
| Admin fee / account holder | $8 | $153-95.0% | $4,850-99.8% | $91-91.5% |