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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,425 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES1+ years Service code 49 6105 WEST A · WEST LINN, OR 97068 | 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.
Annual investment return 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).
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 | $10,088 | $46,360-78.2% | $147,617-93.2% | $52,331-80.7% |
| Participation rate | 30.0% | 64.9%-34.9pp | 84.6%-54.6pp | 68.1%-38.1pp |
| Annual return | -4.53% | 1.62%-6.1pp | 61.98%-66.5pp | 4.54%-9.1pp |
| Employer contribution / active EE | $463 | $2,126-78.2% | $5,564-91.7% | $1,882-75.4% |
| Participant deferral / active EE | $767 | $2,258-66.0% | $4,895-84.3% | $3,022-74.6% |
| Admin fee / account holder | $15 | $766-98.1% | $11,612-99.9% | $592-97.5% |