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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,250 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $1,000 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SILVER OAK SECURITIES. INC1+ years Service code 49 205 POWELL PLACE SUITE 357 · BRENTWOOD, TN 37027 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $6,810 | $54,320-87.5% | $67,652-89.9% | $52,331-87.0% |
| Participation rate | 56.4% | 73.6%-17.2pp | 75.7%-19.2pp | 68.1%-11.7pp |
| Annual return | 12.15% | 6.81%+5.3pp | 6625.40%-6613.2pp | 4.54%+7.6pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,249 | $2,950-57.7% | $3,560-64.9% | $3,022-58.7% |
| Admin fee / account holder | $25 | $527-95.2% | $4,821-99.5% | $592-95.7% |