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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $516 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL4+ years Service code 49 100 FRANKLIN STREET · BOSTON, MA 02110 | Other Services | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,662 | $73,638-63.8% | $95,960-72.2% | $73,493-63.7% |
| Participation rate | 61.7% | 76.2%-14.5pp | 77.1%-15.4pp | 70.7%-9.0pp |
| Annual return | 13.08% | 16.78%-3.7pp | 91.63%-78.6pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,664 | $1,863-10.7% | $2,541-34.5% | $2,270-26.7% |
| Participant deferral / active EE | $2,500 | $3,617-30.9% | $4,167-40.0% | $3,740-33.1% |
| Admin fee / account holder | $6 | $482-98.8% | $6,797-99.9% | $513-98.9% |