Filed December 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $50 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NATIONAL PLANNING CORPORATION1+ years Filed as: NATIONAL PLANNING CORPORATION (NPC) Service code 49 1835 W ORANGEWOOD AVE102 · ORANGE, CA 92868 | 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.
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).
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 | $1,650 | $67,166-97.5% | $57,347-97.1% | $55,191-97.0% |
| Participation rate | 11.2% | 77.7%-66.5pp | 75.1%-63.9pp | 69.2%-58.0pp |
| Annual return | 0.00% | 4.22%-4.2pp | 24.40%-24.4pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $212 | $2,835-92.5% | $3,162-93.3% | $3,046-93.1% |
| Admin fee / account holder | $1 | $44-98.3% | $3,356-100.0% | $91-99.2% |