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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,025 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 470 ATLANTIC AVE · BOSTON, MA 02210 | 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 | $18,710 | $51,244-63.5% | $80,977-76.9% | $55,167-66.1% |
| Participation rate | 60.7% | 71.7%-11.0pp | 75.8%-15.1pp | 69.0%-8.3pp |
| Annual return | 10.27% | 17.39%-7.1pp | 17.11%-6.8pp | 169.23%-159.0pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,165 | $4,418-5.7% | $5,696-26.9% | $3,054+36.4% |
| Admin fee / account holder | $10 | $398-97.5% | $5,517-99.8% | $504-98.1% |