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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,090 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL (LPL RELATED) Service code 49 350 HUDSON ST · NEW YORK, NY 10014 | Other Services | $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.
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 | $8,351 | $41,854-80.0% | $73,836-88.7% | $52,331-84.0% |
| Participation rate | 24.8% | 66.2%-41.5pp | 73.4%-48.7pp | 68.1%-43.3pp |
| Annual return | 14.52% | 2.11%+12.4pp | 2268.06%-2253.5pp | 4.54%+10.0pp |
| Employer contribution / active EE | $318 | $1,920-83.4% | $2,787-88.6% | $1,882-83.1% |
| Participant deferral / active EE | $615 | $2,498-75.4% | $3,583-82.8% | $3,022-79.7% |
| Admin fee / account holder | $16 | $493-96.7% | $4,882-99.7% | $592-97.3% |