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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,442 |
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 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS (WACHOVIA SECU Service code 49 1111 NORTHSHORE DR · KNOXVILLE, TN 37919 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,662 | $46,360-83.5% | $147,617-94.8% | $52,331-85.4% |
| Participation rate | 67.6% | 64.9%+2.7pp | 84.6%-17.0pp | 68.1%-0.5pp |
| Annual return | -1.85% | 1.62%-3.5pp | 61.98%-63.8pp | 4.54%-6.4pp |
| Employer contribution / active EE | $381 | $2,126-82.1% | $5,564-93.1% | $1,882-79.7% |
| Participant deferral / active EE | $898 | $2,258-60.2% | $4,895-81.7% | $3,022-70.3% |
| Admin fee / account holder | $46 | $766-94.0% | $11,612-99.6% | $592-92.3% |