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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,407 | $46,745-67.0% | $60,547-74.6% | $52,331-70.6% |
| Participation rate | 18.3% | 58.6%-40.2pp | 68.0%-49.6pp | 68.1%-49.8pp |
| Annual return | 0.85% | 0.61%+0.2pp | 335.64%-334.8pp | 4.54%-3.7pp |
| Employer contribution / active EE | $116 | $1,259-90.8% | $2,419-95.2% | $1,882-93.8% |
| Participant deferral / active EE | $933 | $2,145-56.5% | $3,328-71.9% | $3,022-69.1% |
| Admin fee / account holder | $9 | $537-98.4% | $4,536-99.8% | $592-98.5% |