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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $700 |
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.
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).
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 | $5,309 | $26,805-80.2% | $59,496-91.1% | $52,331-89.9% |
| Participation rate | 13.9% | 39.3%-25.4pp | 54.6%-40.6pp | 68.1%-54.2pp |
| Annual return | 2.66% | 2.61%+0.1pp | 182.05%-179.4pp | 4.54%-1.9pp |
| Employer contribution / active EE | $0 | $450-100.0% | $1,153-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $448 | $916-51.1% | $1,829-75.5% | $3,022-85.2% |
| Admin fee / account holder | $10 | $305-96.6% | $2,232-99.5% | $592-98.2% |