Filed August 31, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $10,967 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,875 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL (LPL RELATED) Service code 49 138 NASSAU ST 3RD FL · PRINCETON, NJ 08542 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,207 | $70,667-78.5% | $123,105-87.6% | $52,331-70.9% |
| Participation rate | 65.9% | 83.7%-17.8pp | 86.8%-20.9pp | 68.1%-2.2pp |
| Annual return | 27.26% | 6.23%+21.0pp | 13.22%+14.0pp | 4.54%+22.7pp |
| Employer contribution / active EE | $813 | $2,946-72.4% | $5,151-84.2% | $1,882-56.8% |
| Participant deferral / active EE | $2,857 | $4,493-36.4% | $6,229-54.1% | $3,022-5.5% |
| Admin fee / account holder | $90 | $506-82.3% | $9,014-99.0% | $592-84.8% |