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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,186 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL (LPL RELATED) Service code 49 6165 GREENWICH DR, 240 · SAN DIEGO, CA 92122 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,170 | $53,412-71.6% | $68,509-77.9% | $52,331-71.0% |
| Participation rate | 77.8% | 71.7%+6.1pp | 74.7%+3.1pp | 68.1%+9.7pp |
| Annual return | -0.67% | 3.42%-4.1pp | 8.27%-8.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $600 | $1,607-62.7% | $2,278-73.7% | $1,882-68.1% |
| Participant deferral / active EE | $1,443 | $2,688-46.3% | $3,382-57.3% | $3,022-52.3% |
| Admin fee / account holder | $9 | $461-98.1% | $5,275-99.8% | $592-98.5% |