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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,050 |
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 |
Filed as: VOYA FINANCIAL ADVISORS (FORMERLY I Service code 49 185 ASYLUM STREET · HARTFORD, CT 06103 | Other Services | $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).
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 | $34,128 | $54,320-37.2% | $67,652-49.6% | $52,331-34.8% |
| Participation rate | 48.4% | 73.6%-25.2pp | 75.7%-27.3pp | 68.1%-19.7pp |
| Annual return | 1.90% | 6.81%-4.9pp | 6625.40%-6623.5pp | 4.54%-2.6pp |
| Employer contribution / active EE | $1,361 | $1,544-11.9% | $2,266-39.9% | $1,882-27.7% |
| Participant deferral / active EE | $2,297 | $2,950-22.1% | $3,560-35.5% | $3,022-24.0% |
| Admin fee / account holder | $20 | $527-96.2% | $4,821-99.6% | $592-96.6% |