Filed January 19, 2021
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,000 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MERCER1+ years Filed as: MMC SECURITIES (USED TO BE MERCER) Service code 49 601 W MAIN SUITE 810 · SPOKANE, WA 99201 | 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,788 | $45,283-62.9% | $155,789-89.2% | $52,331-67.9% |
| Participation rate | 36.8% | 62.2%-25.4pp | 76.1%-39.3pp | 68.1%-31.3pp |
| Annual return | 0.04% | 1.80%-1.8pp | 71.54%-71.5pp | 4.54%-4.5pp |
| Employer contribution / active EE | $493 | $1,329-62.9% | $3,839-87.2% | $1,882-73.8% |
| Participant deferral / active EE | $803 | $2,854-71.9% | $4,798-83.3% | $3,022-73.4% |
| Admin fee / account holder | $9 | $981-99.1% | $7,477-99.9% | $592-98.4% |