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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,000 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1+ years Filed as: NFP - NATIONAL FINANCIAL PARTNERS Service code 49 31416 AGOURA RD · WESTLAKE VILLAGE, CA 91361 | 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.
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 | $32,228 | $57,108-43.6% | $94,228-65.8% | $52,331-38.4% |
| Participation rate | 50.9% | 72.9%-22.1pp | 78.8%-27.9pp | 68.1%-17.2pp |
| Annual return | -1.11% | 1.47%-2.6pp | 10.68%-11.8pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,405 | $3,040-53.8% | $4,320-67.5% | $3,022-53.5% |
| Admin fee / account holder | $15 | $546-97.3% | $6,269-99.8% | $592-97.5% |