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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-2504571 | Recordkeeping | $15,000 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,482 |
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $7,500 |
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).
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 | $5,260 | $47,922-89.0% | $75,901-93.1% | $65,185-91.9% |
| Participation rate | 83.6% | 63.0%+20.6pp | 69.3%+14.3pp | 70.2%+13.4pp |
| Annual return | 13.23% | 24.12%-10.9pp | 30.76%-17.5pp | 29.38%-16.2pp |
| Employer contribution / active EE | $330 | $1,557-78.8% | $2,501-86.8% | $2,177-84.8% |
| Participant deferral / active EE | $1,480 | $2,550-42.0% | $3,603-58.9% | $3,514-57.9% |
| Admin fee / account holder | $281 | $532-47.2% | $5,420-94.8% | $847-66.9% |