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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $225 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL3 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,923 | $58,888-96.7% | $178,499-98.9% | $73,493-97.4% |
| Participation rate | 18.3% | 66.2%-48.0pp | 81.9%-63.7pp | 70.7%-52.4pp |
| Annual return | 19.29% | 24.86%-5.6pp | 151.10%-131.8pp | 28.51%-9.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $125 | $2,568-95.1% | $5,202-97.6% | $3,740-96.6% |
| Admin fee / account holder | $5 | $400-98.7% | $13,986-100.0% | $513-99.0% |