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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,488 |
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.
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 | $21,041 | $44,229-52.4% | $155,789-86.5% | $55,191-61.9% |
| Participation rate | 10.4% | 60.8%-50.4pp | 76.1%-65.7pp | 69.2%-58.8pp |
| Annual return | 1.76% | 0.37%+1.4pp | 71.54%-69.8pp | 10.78%-9.0pp |
| Employer contribution / active EE | $0 | $1,317-100.0% | $3,839-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $448 | $2,851-84.3% | $4,798-90.7% | $3,046-85.3% |
| Admin fee / account holder | $19 | $86-77.9% | $7,477-99.7% | $91-79.0% |