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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,190 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years 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.
Annual investment return 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 | $15,199 | $79,523-80.9% | $140,019-89.1% | $56,287-73.0% |
| Participation rate | 46.2% | 85.7%-39.5pp | 87.5%-41.3pp | 69.9%-23.6pp |
| Annual return | -8.73% | 2.39%-11.1pp | 651.15%-659.9pp | -9.96%+1.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,017 | $5,129-41.2% | $6,927-56.4% | $3,350-9.9% |
| Admin fee / account holder | $16 | $614-97.3% | $10,705-99.8% | $521-96.9% |