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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $600 |
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 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS (WACHOVIA SECU Service code 49 1501 WEST SWANN AVE · TAMPA, FL 33606 | Other Services | $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).
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 | $14,402 | $48,313-70.2% | $73,309-80.4% | $52,331-72.5% |
| Participation rate | 71.5% | 68.6%+3.0pp | 74.9%-3.4pp | 68.1%+3.4pp |
| Annual return | 22.72% | 3.85%+18.9pp | 5.67%+17.0pp | 4.54%+18.2pp |
| Employer contribution / active EE | $1,607 | $1,661-3.2% | $3,237-50.3% | $1,882-14.6% |
| Participant deferral / active EE | $5,018 | $4,189+19.8% | $4,991+0.5% | $3,022+66.0% |
| Admin fee / account holder | $4 | $404-98.9% | $5,635-99.9% | $592-99.2% |