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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LION STREET FINANCIAL, LLC Service code 15 · EIN 80-0842559 | Recordkeeping | $23,233 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,470 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,620 | $122,063-72.5% | $184,256-81.8% | $74,478-54.9% |
| Participation rate | 47.4% | 85.5%-38.0pp | 86.8%-39.4pp | 67.2%-19.8pp |
| Annual return | 13.67% | 19.92%-6.2pp | 28.85%-15.2pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,249 | $7,144-54.5% | $9,133-64.4% | $4,350-25.3% |
| Admin fee / account holder | $173 | $1,253-86.2% | $13,899-98.8% | $1,946-91.1% |