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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $519 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Service code 49 2918 N OAK STREET · VALDOSTA, GA 31602 | 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.
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 | $1,769 | $52,961-96.7% | $172,755-99.0% | $65,185-97.3% |
| Participation rate | 14.5% | 66.2%-51.7pp | 82.6%-68.2pp | 70.2%-55.8pp |
| Annual return | 21.64% | 30.12%-8.5pp | 802.94%-781.3pp | 29.38%-7.7pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $110 | $2,471-95.5% | $5,198-97.9% | $3,514-96.9% |
| Admin fee / account holder | $19 | $472-96.1% | $13,955-99.9% | $847-97.8% |