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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $875 |
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.
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).
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 | $18,135 | $70,002-74.1% | $115,038-84.2% | $52,331-65.3% |
| Participation rate | 47.4% | 72.1%-24.7pp | 81.4%-34.0pp | 68.1%-20.7pp |
| Annual return | -2.37% | 4.04%-6.4pp | 26.14%-28.5pp | 4.54%-6.9pp |
| Employer contribution / active EE | $1,147 | $2,715-57.8% | $4,608-75.1% | $1,882-39.1% |
| Participant deferral / active EE | $3,278 | $4,920-33.4% | $6,026-45.6% | $3,022+8.5% |
| Admin fee / account holder | $10 | $566-98.2% | $8,175-99.9% | $592-98.3% |