Filed December 8, 2016
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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 |
GENEOS WEALTH MANAGEMENT INC1+ years Filed as: GENEOS WEALTH MANAGEMENT Service code 49 5080 N 40B STREET · PHOENIX, AZ 85018 | 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.
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 | $15,824 | $41,854-62.2% | $73,836-78.6% | $52,331-69.8% |
| Participation rate | 38.7% | 66.2%-27.5pp | 73.4%-34.7pp | 68.1%-29.4pp |
| Annual return | 0.03% | 2.11%-2.1pp | 2268.06%-2268.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $300 | $1,920-84.4% | $2,787-89.2% | $1,882-84.1% |
| Participant deferral / active EE | $1,549 | $2,498-38.0% | $3,583-56.8% | $3,022-48.7% |
| Admin fee / account holder | $10 | $493-98.0% | $4,882-99.8% | $592-98.3% |