Filed July 8, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $37,069 |
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 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,586 | $38,925-47.1% | $73,837-72.1% | $55,191-62.7% |
| Participation rate | 94.7% | 66.0%+28.7pp | 73.4%+21.3pp | 69.2%+25.6pp |
| Annual return | 3.13% | 6.31%-3.2pp | 2268.13%-2265.0pp | 10.78%-7.6pp |
| Employer contribution / active EE | $2,139 | $1,695+26.2% | $2,788-23.3% | $1,899+12.6% |
| Participant deferral / active EE | $4,750 | $2,351+102.1% | $3,583+32.6% | $3,046+55.9% |
| Admin fee / account holder | $32 | $83-61.0% | $4,882-99.3% | $91-64.4% |