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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,972 |
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 2300 LAKEVIEW PARKWAY · ALPHARETTA, GA 30009 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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 | $3,128 | $22,714-86.2% | $59,496-94.7% | $55,191-94.3% |
| Participation rate | 30.0% | 37.5%-7.5pp | 54.6%-24.6pp | 69.2%-39.2pp |
| Annual return | 4.61% | -44.01%+48.6pp | 182.05%-177.4pp | 10.78%-6.2pp |
| Employer contribution / active EE | $123 | $418-70.6% | $1,153-89.4% | $1,899-93.5% |
| Participant deferral / active EE | $592 | $843-29.8% | $1,829-67.6% | $3,046-80.6% |
| Admin fee / account holder | $16 | $83-80.5% | $2,232-99.3% | $91-82.1% |