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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,233 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,332 | $57,096-20.6% | $94,229-51.9% | $55,191-17.9% |
| Participation rate | 35.5% | 75.7%-40.1pp | 78.8%-43.3pp | 69.2%-33.6pp |
| Annual return | -1.42% | 159.65%-161.1pp | 10.68%-12.1pp | 10.78%-12.2pp |
| Employer contribution / active EE | $608 | $1,708-64.4% | $3,587-83.0% | $1,899-68.0% |
| Participant deferral / active EE | $959 | $3,165-69.7% | $4,320-77.8% | $3,046-68.5% |
| Admin fee / account holder | $36 | $89-59.6% | $6,269-99.4% | $91-60.3% |