Filed April 19, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,750 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,948 | $48,277-38.0% | $63,244-52.6% | $55,191-45.7% |
| Participation rate | 29.8% | 69.4%-39.6pp | 71.0%-41.3pp | 69.2%-39.4pp |
| Annual return | -6.56% | 2.37%-8.9pp | -70.31%+63.8pp | 10.78%-17.3pp |
| Employer contribution / active EE | $419 | $1,592-73.7% | $2,322-82.0% | $1,899-78.0% |
| Participant deferral / active EE | $1,309 | $2,432-46.2% | $2,953-55.7% | $3,046-57.0% |
| Admin fee / account holder | $20 | $86-76.7% | $5,893-99.7% | $91-77.9% |