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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 1813 PICKENS ST · COLUMBIA, SC 29201 | 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.
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 | $2,869 | $53,412-94.6% | $68,509-95.8% | $52,331-94.5% |
| Participation rate | 77.1% | 71.7%+5.5pp | 74.7%+2.4pp | 68.1%+9.0pp |
| Annual return | -15.14% | 3.42%-18.6pp | 8.27%-23.4pp | 4.54%-19.7pp |
| Employer contribution / active EE | $1,073 | $1,607-33.2% | $2,278-52.9% | $1,882-43.0% |
| Participant deferral / active EE | $1,363 | $2,688-49.3% | $3,382-59.7% | $3,022-54.9% |
| Admin fee / account holder | $3 | $461-99.3% | $5,275-99.9% | $592-99.4% |