Filed June 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $450 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LIBERTY GROUP LLC1+ years Filed as: LIBERTY GROUP, LLC Service code 49 900 NORTH SHORELINE BOULE · MOUNTAIN VIEW, CA 94043 | 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.
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 | $35,785 | $39,245-8.8% | $64,105-44.2% | $52,331-31.6% |
| Participation rate | 37.8% | 58.2%-20.5pp | 68.2%-30.4pp | 68.1%-30.3pp |
| Annual return | -1.18% | 14.79%-16.0pp | 791.24%-792.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $763 | $736+3.6% | $1,820-58.1% | $1,882-59.5% |
| Participant deferral / active EE | $1,724 | $1,992-13.5% | $2,822-38.9% | $3,022-43.0% |
| Admin fee / account holder | $3 | $592-99.4% | $4,499-99.9% | $592-99.4% |