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| Provider | Service type | Compensation |
|---|---|---|
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,982 | $47,969-43.8% | $85,969-68.6% | $52,331-48.4% |
| Participation rate | 32.1% | 61.7%-29.6pp | 76.5%-44.4pp | 68.1%-36.0pp |
| Annual return | -6.21% | -0.13%-6.1pp | 9.32%-15.5pp | 4.54%-10.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $3,474-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $648 | $2,110-69.3% | $3,829-83.1% | $3,022-78.6% |
| Admin fee / account holder | $0 | $530-100.0% | $6,053-100.0% | $592-100.0% |