Filed September 11, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC1+ years Service code 15 · EIN 33-0905143 | Recordkeeping | $15,000 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,036 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,161 | $37,039-69.9% | $147,617-92.4% | $59,188-81.1% |
| Participation rate | 34.6% | 63.8%-29.1pp | 84.6%-50.0pp | 69.4%-34.8pp |
| Annual return | -0.13% | 7.19%-7.3pp | 61.98%-62.1pp | 5.51%-5.6pp |
| Employer contribution / active EE | $164 | $1,353-87.9% | $5,564-97.1% | $2,098-92.2% |
| Participant deferral / active EE | $637 | $2,094-69.6% | $4,895-87.0% | $3,265-80.5% |
| Admin fee / account holder | $25 | $60-58.7% | $11,612-99.8% | $92-73.1% |