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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,525 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 4969 US HIGHWAY 42 ST 1200 · LOUISVILLE, KY 40222 | 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.
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 | $32,858 | $39,458-16.7% | $60,547-45.7% | $55,191-40.5% |
| Participation rate | 29.0% | 59.6%-30.6pp | 68.0%-38.9pp | 69.2%-40.1pp |
| Annual return | 0.25% | 3.35%-3.1pp | 335.64%-335.4pp | 10.78%-10.5pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,419-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $661 | $2,140-69.1% | $3,328-80.2% | $3,046-78.3% |
| Admin fee / account holder | $13 | $95-86.6% | $4,536-99.7% | $91-86.0% |