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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,653 |
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).
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 | $18,266 | $72,770-74.9% | $67,653-73.0% | $55,191-66.9% |
| Participation rate | 70.7% | 78.8%-8.0pp | 75.7%-4.9pp | 69.2%+1.6pp |
| Annual return | 300.44% | -3.26%+303.7pp | 6625.22%-6324.8pp | 10.78%+289.7pp |
| Employer contribution / active EE | $811 | $1,769-54.2% | $2,266-64.2% | $1,899-57.3% |
| Participant deferral / active EE | $2,160 | $3,408-36.6% | $3,560-39.3% | $3,046-29.1% |
| Admin fee / account holder | $13 | $79-83.6% | $4,821-99.7% | $91-85.7% |