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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC1+ years Filed as: ABD REITREMENT SERVICES Service code 15 · EIN 80-0833114 | Recordkeeping | $9,589 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $350 |
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.
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 | $24,160 | $31,109-22.3% | $67,704-64.3% | $52,331-53.8% |
| Participation rate | 43.1% | 54.0%-10.9pp | 67.5%-24.5pp | 68.1%-25.0pp |
| Annual return | 3.89% | 23.70%-19.8pp | 25.41%-21.5pp | 4.54%-0.7pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,853 | $1,970-6.0% | $3,585-48.3% | $3,022-38.7% |
| Admin fee / account holder | $60 | $466-87.0% | $4,255-98.6% | $592-89.8% |