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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,555 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL3 years 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,405 | $44,873-67.9% | $79,467-81.9% | $56,289-74.4% |
| Participation rate | 42.8% | 68.7%-26.0pp | 73.3%-30.6pp | 69.9%-27.1pp |
| Annual return | -1.84% | 0.81%-2.7pp | 718.30%-720.1pp | -9.96%+8.1pp |
| Employer contribution / active EE | $797 | $2,140-62.8% | $2,800-71.5% | $2,111-62.3% |
| Participant deferral / active EE | $1,574 | $2,746-42.7% | $3,704-57.5% | $3,350-53.0% |
| Admin fee / account holder | $14 | $418-96.7% | $5,104-99.7% | $521-97.3% |