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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,025 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $57,384 | $43,550+31.8% | $63,244-9.3% | $52,331+9.7% |
| Participation rate | 24.6% | 65.7%-41.1pp | 71.0%-46.5pp | 68.1%-43.5pp |
| Annual return | -1.16% | 2.03%-3.2pp | -70.31%+69.1pp | 4.54%-5.7pp |
| Employer contribution / active EE | $545 | $1,351-59.6% | $2,322-76.5% | $1,882-71.0% |
| Participant deferral / active EE | $1,260 | $2,254-44.1% | $2,953-57.3% | $3,022-58.3% |
| Admin fee / account holder | $65 | $387-83.2% | $5,893-98.9% | $592-89.0% |