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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,020 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
LPL FINANCIAL5 years Service code 49 4707 EYECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,426 | $78,419-30.6% | $133,956-59.4% | $73,409-25.9% |
| Participation rate | 56.7% | 78.6%-21.9pp | 79.8%-23.1pp | 72.2%-15.5pp |
| Annual return | 13.22% | 33.35%-20.1pp | 45.09%-31.9pp | 59.29%-46.1pp |
| Employer contribution / active EE | $1,124 | $2,044-45.0% | $3,919-71.3% | $2,234-49.7% |
| Participant deferral / active EE | $1,969 | $3,925-49.8% | $5,048-61.0% | $3,805-48.3% |
| Admin fee / account holder | $4 | $161-97.6% | $8,927-100.0% | $158-97.6% |