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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,687 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS (F.K.A./FI Service code 49 700 ADAM COURT · EDMOND, OK 73003 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,006 | $47,078-83.0% | $100,671-92.0% | $55,191-85.5% |
| Participation rate | 48.5% | 58.0%-9.5pp | 70.7%-22.2pp | 69.2%-20.6pp |
| Annual return | 0.18% | 0.65%-0.5pp | 20.43%-20.2pp | 10.78%-10.6pp |
| Employer contribution / active EE | $279 | $1,065-73.8% | $4,012-93.0% | $1,899-85.3% |
| Participant deferral / active EE | $703 | $2,038-65.5% | $3,144-77.6% | $3,046-76.9% |
| Admin fee / account holder | $22 | $153-85.4% | $4,850-99.5% | $91-75.4% |