Filed September 25, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
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).
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 | $38,922 | $30,979+25.6% | $67,704-42.5% | $59,188-34.2% |
| Participation rate | 7.4% | 40.5%-33.1pp | 67.5%-60.1pp | 69.4%-62.0pp |
| Annual return | 8.06% | -1.74%+9.8pp | 25.41%-17.4pp | 5.51%+2.5pp |
| Employer contribution / active EE | $293 | $807-63.7% | $2,559-88.6% | $2,098-86.0% |
| Participant deferral / active EE | $646 | $1,603-59.7% | $3,585-82.0% | $3,265-80.2% |
| Admin fee / account holder | $4 | $81-94.9% | $4,255-99.9% | $92-95.5% |