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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,273 |
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 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,089 | $70,667-63.1% | $123,104-78.8% | $52,331-50.1% |
| Participation rate | 89.1% | 83.7%+5.4pp | 86.8%+2.3pp | 68.1%+21.0pp |
| Annual return | 3.26% | 6.23%-3.0pp | 13.22%-10.0pp | 4.54%-1.3pp |
| Employer contribution / active EE | $1,615 | $2,946-45.2% | $5,151-68.6% | $1,882-14.2% |
| Participant deferral / active EE | $2,753 | $4,493-38.7% | $6,230-55.8% | $3,022-8.9% |
| Admin fee / account holder | $26 | $506-94.8% | $9,015-99.7% | $592-95.6% |