Filed February 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $200 |
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.
Employer contribution per participant 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 | $9,401 | $41,854-77.5% | $73,836-87.3% | $52,331-82.0% |
| Participation rate | 32.7% | 66.2%-33.5pp | 73.4%-40.7pp | 68.1%-35.4pp |
| Annual return | 3.86% | 2.11%+1.7pp | 2268.06%-2264.2pp | 4.54%-0.7pp |
| Employer contribution / active EE | $164 | $1,920-91.5% | $2,787-94.1% | $1,882-91.3% |
| Participant deferral / active EE | $1,127 | $2,498-54.9% | $3,583-68.6% | $3,022-62.7% |
| Admin fee / account holder | $2 | $493-99.6% | $4,882-100.0% | $592-99.7% |