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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,900 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
FIRST ALLIED SECURITIES INC1+ years Filed as: FIRST ALLIED SECURITIES, INC Service code 49 500 ALA MOANA BLVD · HONOLULU, HI 96813 | 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.
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).
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 | $6,401 | $43,550-85.3% | $63,244-89.9% | $52,331-87.8% |
| Participation rate | 45.5% | 65.7%-20.2pp | 71.0%-25.5pp | 68.1%-22.6pp |
| Annual return | -1.52% | 2.03%-3.6pp | -70.31%+68.8pp | 4.54%-6.1pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,322-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $699 | $2,254-69.0% | $2,953-76.3% | $3,022-76.9% |
| Admin fee / account holder | $19 | $387-95.2% | $5,893-99.7% | $592-96.9% |