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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $450 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,252 | $39,162-91.7% | $100,671-96.8% | $59,633-94.5% |
| Participation rate | 68.8% | 55.9%+13.0pp | 70.7%-1.9pp | 68.7%+0.2pp |
| Annual return | -0.95% | 21.07%-22.0pp | 20.43%-21.4pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $185 | $1,151-83.9% | $4,012-95.4% | $2,203-91.6% |
| Participant deferral / active EE | $877 | $1,992-56.0% | $3,144-72.1% | $3,192-72.5% |
| Admin fee / account holder | $4 | $2,969-99.9% | $4,850-99.9% | $4,297-99.9% |