Filed March 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,782 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 444 S FLOWER STREET 35TH FL · LOS ANGELES, CA 90071 | 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.
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 | $42,787 | $39,162+9.3% | $100,671-57.5% | $59,633-28.2% |
| Participation rate | 37.6% | 55.9%-18.2pp | 70.7%-33.1pp | 68.7%-31.0pp |
| Annual return | 0.42% | 21.07%-20.6pp | 20.43%-20.0pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $862 | $1,151-25.0% | $4,012-78.5% | $2,203-60.8% |
| Participant deferral / active EE | $2,637 | $1,992+32.4% | $3,144-16.1% | $3,192-17.4% |
| Admin fee / account holder | $62 | $2,969-97.9% | $4,850-98.7% | $4,297-98.6% |