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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $900 |
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 |
Annual investment return 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).
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 | $2,760 | $45,283-93.9% | $155,789-98.2% | $52,331-94.7% |
| Participation rate | 92.8% | 62.2%+30.6pp | 76.1%+16.7pp | 68.1%+24.7pp |
| Annual return | -11.98% | 1.80%-13.8pp | 71.54%-83.5pp | 4.54%-16.5pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,556 | $2,854-45.5% | $4,798-67.6% | $3,022-48.5% |
| Admin fee / account holder | $22 | $981-97.8% | $7,477-99.7% | $592-96.3% |