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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,738 |
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 |
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 | $37,615 | $45,283-16.9% | $155,789-75.9% | $52,331-28.1% |
| Participation rate | 75.6% | 62.2%+13.4pp | 76.1%-0.5pp | 68.1%+7.5pp |
| Annual return | -0.31% | 1.80%-2.1pp | 71.54%-71.8pp | 4.54%-4.8pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,752 | $2,854+31.5% | $4,798-21.8% | $3,022+24.2% |
| Admin fee / account holder | $12 | $981-98.8% | $7,477-99.8% | $592-97.9% |