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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,115 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CENTAURUS FINANCIAL INC1+ years Filed as: CENTAURUS FINANCIAL Service code 49 200 HOOVER AVE · LAS VEGAS, NV 89101 | 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.
Participant 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.
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 | $15,384 | $50,498-69.5% | $75,784-79.7% | $55,191-72.1% |
| Participation rate | 21.7% | 69.4%-47.7pp | 75.8%-54.1pp | 69.2%-47.5pp |
| Annual return | -0.82% | 1.80%-2.6pp | 9.68%-10.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $377 | $2,589-85.4% | $3,652-89.7% | $3,046-87.6% |
| Admin fee / account holder | $56 | $123-54.8% | $5,300-99.0% | $91-38.8% |