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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 601 CLEVELAND ST STE 700 · CLEARWATER, FL 33755 | 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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,781 | $50,464-62.8% | $75,784-75.2% | $52,331-64.1% |
| Participation rate | 40.8% | 66.8%-25.9pp | 75.8%-35.0pp | 68.1%-27.3pp |
| Annual return | -1.59% | 1.03%-2.6pp | 9.68%-11.3pp | 4.54%-6.1pp |
| Employer contribution / active EE | $833 | $1,988-58.1% | $3,323-74.9% | $1,882-55.7% |
| Participant deferral / active EE | $1,074 | $2,570-58.2% | $3,652-70.6% | $3,022-64.4% |
| Admin fee / account holder | $28 | $1,103-97.5% | $5,300-99.5% | $592-95.3% |