Filed January 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,251 | $70,002-68.2% | $115,038-80.7% | $52,331-57.5% |
| Participation rate | 32.4% | 72.1%-39.8pp | 81.4%-49.0pp | 68.1%-35.8pp |
| Annual return | -2.58% | 4.04%-6.6pp | 26.14%-28.7pp | 4.54%-7.1pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,562 | $4,920+13.1% | $6,026-7.7% | $3,022+84.1% |
| Admin fee / account holder | $14 | $566-97.6% | $8,175-99.8% | $592-97.7% |