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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,382 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years 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).
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 | $21,797 | $59,535-63.4% | $90,161-75.8% | $62,293-65.0% |
| Participation rate | 60.5% | 73.0%-12.5pp | 76.9%-16.4pp | 69.5%-9.0pp |
| Annual return | 29.84% | 23.53%+6.3pp | 34.89%-5.0pp | 28.90%+0.9pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,272 | $4,639-29.5% | $5,287-38.1% | $3,169+3.3% |
| Admin fee / account holder | $20 | $337-94.2% | $5,943-99.7% | $479-95.9% |