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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $865 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 123 N WACKER DR STE 2300 · CHICAGO, IL 60606 | 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).
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 | $13,880 | $89,739-84.5% | $149,721-90.7% | $62,293-77.7% |
| Participation rate | 48.7% | 85.1%-36.4pp | 87.1%-38.4pp | 69.5%-20.8pp |
| Annual return | 45.11% | 21.01%+24.1pp | 1501.67%-1456.6pp | 28.90%+16.2pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,961 | $4,797-38.3% | $6,568-54.9% | $3,169-6.6% |
| Admin fee / account holder | $13 | $551-97.7% | $11,282-99.9% | $479-97.3% |