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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,707 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES ASSOCIATES / RAYMOND Service code 49 5975 PARKWAY N BLVD SUITE 300-B · CUMMINS, GA 30040 | 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,892 | $54,281-74.4% | $60,547-77.1% | $59,188-76.5% |
| Participation rate | 17.1% | 66.8%-49.7pp | 68.0%-50.8pp | 69.4%-52.3pp |
| Annual return | -1.61% | 1.74%-3.4pp | 335.64%-337.3pp | 5.51%-7.1pp |
| Employer contribution / active EE | $357 | $2,031-82.4% | $2,419-85.2% | $2,098-83.0% |
| Participant deferral / active EE | $615 | $2,789-77.9% | $3,328-81.5% | $3,265-81.2% |
| Admin fee / account holder | $70 | $64+8.1% | $4,536-98.5% | $92-24.4% |