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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,890 |
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 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,547 | $75,832-55.8% | $147,617-77.3% | $59,633-43.7% |
| Participation rate | 94.3% | 71.6%+22.7pp | 84.6%+9.6pp | 68.7%+25.6pp |
| Annual return | -0.53% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $504 | $3,485-85.5% | $5,564-90.9% | $2,203-77.1% |
| Participant deferral / active EE | $5,404 | $3,131+72.6% | $4,895+10.4% | $3,192+69.3% |
| Admin fee / account holder | $13 | $5,986-99.8% | $11,612-99.9% | $4,297-99.7% |