Filed February 2, 2024 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,000 |
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.
Participant 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 | $6,053 | $45,283-86.6% | $155,789-96.1% | $52,331-88.4% |
| Participation rate | 41.1% | 62.2%-21.1pp | 76.1%-35.0pp | 68.1%-27.0pp |
| Annual return | -0.65% | 1.80%-2.5pp | 71.54%-72.2pp | 4.54%-5.2pp |
| Employer contribution / active EE | $354 | $1,329-73.4% | $3,839-90.8% | $1,882-81.2% |
| Participant deferral / active EE | $916 | $2,854-67.9% | $4,798-80.9% | $3,022-69.7% |
| Admin fee / account holder | $16 | $981-98.4% | $7,477-99.8% | $592-97.3% |