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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAGEPOINT FINANCIAL INC1+ years Filed as: AIG SECURITIES A.K.A. SAGEPOINT ADV Service code 49 201 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
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 | $22,865 | $70,002-67.3% | $115,038-80.1% | $52,331-56.3% |
| Participation rate | 93.6% | 72.1%+21.5pp | 81.4%+12.2pp | 68.1%+25.5pp |
| Annual return | -0.97% | 4.04%-5.0pp | 26.14%-27.1pp | 4.54%-5.5pp |
| Employer contribution / active EE | $2,016 | $2,715-25.7% | $4,608-56.2% | $1,882+7.1% |
| Participant deferral / active EE | $5,841 | $4,920+18.7% | $6,026-3.1% | $3,022+93.3% |
| Admin fee / account holder | $8 | $566-98.7% | $8,175-99.9% | $592-98.7% |