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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,432 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $5,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,090 | $77,677-69.0% | $109,173-77.9% | $79,391-69.7% |
| Participation rate | 26.8% | 67.8%-41.1pp | 75.9%-49.1pp | 70.7%-44.0pp |
| Annual return | 28.77% | 23.44%+5.3pp | 25.75%+3.0pp | 116.88%-88.1pp |
| Employer contribution / active EE | $883 | $2,798-68.5% | $3,723-76.3% | $2,428-63.6% |
| Participant deferral / active EE | $2,077 | $3,517-40.9% | $4,654-55.4% | $4,046-48.7% |
| Admin fee / account holder | $156 | $732-78.7% | $6,755-97.7% | $627-75.1% |