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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $9,602 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,466 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,849 | $55,453-93.1% | $170,435-97.7% | $62,293-93.8% |
| Participation rate | 80.4% | 66.4%+14.0pp | 83.6%-3.2pp | 69.5%+10.9pp |
| Annual return | 18.11% | 21.38%-3.3pp | 205.94%-187.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $166 | $2,164-92.3% | $5,432-96.9% | $2,042-91.9% |
| Participant deferral / active EE | $2,078 | $2,303-9.8% | $4,939-57.9% | $3,169-34.4% |
| Admin fee / account holder | $59 | $455-87.1% | $13,881-99.6% | $479-87.7% |