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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $300 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
FIRST ALLIED SECURITIES INC1+ years Filed as: FIRST ALLIED SECURITIES, INC Service code 49 30423 CANWOOD STREET · AGOURA HILLS, CA 91301 | 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.
Annual investment return 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).
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 | $6,599 | $44,229-85.1% | $155,789-95.8% | $55,191-88.0% |
| Participation rate | 28.9% | 60.8%-31.9pp | 76.1%-47.2pp | 69.2%-40.3pp |
| Annual return | -11.05% | 0.37%-11.4pp | 71.54%-82.6pp | 10.78%-21.8pp |
| Employer contribution / active EE | $456 | $1,317-65.4% | $3,839-88.1% | $1,899-76.0% |
| Participant deferral / active EE | $946 | $2,851-66.8% | $4,798-80.3% | $3,046-68.9% |
| Admin fee / account holder | $3 | $86-96.1% | $7,477-100.0% | $91-96.3% |