Filed December 3, 2024
Total covered: 27 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,400 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
INVESTORS CAPITAL CORPORATION1+ years Service code 49 5925 SILVER SPRINGS SUITE B · EL PASO, TX 79912 | 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.
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 | $66,338 | $57,108+16.2% | $94,229-29.6% | $52,331+26.8% |
| Participation rate | 67.9% | 72.9%-5.0pp | 78.8%-10.9pp | 68.1%-0.2pp |
| Annual return | 0.00% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,903 | $1,735+9.7% | $3,587-46.9% | $1,882+1.1% |
| Participant deferral / active EE | $3,428 | $3,040+12.8% | $4,320-20.7% | $3,022+13.4% |
| Admin fee / account holder | $25 | $546-95.4% | $6,269-99.6% | $592-95.7% |