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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,325 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year 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.
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 | $11,942 | $43,423-72.5% | $78,676-84.8% | $55,167-78.4% |
| Participation rate | 25.6% | 68.0%-42.4pp | 73.6%-47.9pp | 69.0%-43.4pp |
| Annual return | 16.79% | 11.53%+5.3pp | 62.19%-45.4pp | 169.23%-152.4pp |
| Employer contribution / active EE | $483 | $1,997-75.8% | $2,850-83.0% | $1,963-75.4% |
| Participant deferral / active EE | $1,009 | $2,509-59.8% | $3,517-71.3% | $3,054-66.9% |
| Admin fee / account holder | $17 | $416-95.9% | $4,510-99.6% | $504-96.6% |