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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,066 |
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 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,681 | $39,245-75.3% | $64,105-84.9% | $52,331-81.5% |
| Participation rate | 89.3% | 58.2%+31.1pp | 68.2%+21.2pp | 68.1%+21.2pp |
| Annual return | 0.51% | 14.79%-14.3pp | 791.24%-790.7pp | 4.54%-4.0pp |
| Employer contribution / active EE | $432 | $736-41.3% | $1,820-76.3% | $1,882-77.0% |
| Participant deferral / active EE | $2,879 | $1,992+44.6% | $2,822+2.0% | $3,022-4.7% |
| Admin fee / account holder | $12 | $592-97.9% | $4,499-99.7% | $592-97.9% |