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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,275 |
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.
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 | $21,883 | $70,667-69.0% | $123,105-82.2% | $52,331-58.2% |
| Participation rate | 67.1% | 83.7%-16.6pp | 86.8%-19.7pp | 68.1%-1.0pp |
| Annual return | 121.55% | 6.23%+115.3pp | 13.22%+108.3pp | 4.54%+117.0pp |
| Employer contribution / active EE | $860 | $2,946-70.8% | $5,151-83.3% | $1,882-54.3% |
| Participant deferral / active EE | $2,812 | $4,493-37.4% | $6,229-54.9% | $3,022-7.0% |
| Admin fee / account holder | $27 | $506-94.7% | $9,014-99.7% | $592-95.4% |