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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,499 |
Service code 15 · EIN 45-3794639 | Recordkeeping | $11,819 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | 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 | $10,287 | $72,770-85.9% | $67,652-84.8% | $55,191-81.4% |
| Participation rate | 58.0% | 78.8%-20.8pp | 75.7%-17.7pp | 69.2%-11.2pp |
| Annual return | -0.50% | -3.26%+2.8pp | 6625.40%-6625.9pp | 10.78%-11.3pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $852 | $3,408-75.0% | $3,560-76.1% | $3,046-72.0% |
| Admin fee / account holder | $76 | $79-4.0% | $4,821-98.4% | $91-16.6% |