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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,538 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL (LPL RELATED) Service code 49 451 S BETHLEHEM PIKE SUITE 100 · FT WASHINGTON, PA 19304 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,046 | $57,108-42.1% | $94,229-64.9% | $52,331-36.9% |
| Participation rate | 69.0% | 72.9%-4.0pp | 78.8%-9.8pp | 68.1%+0.9pp |
| Annual return | -1.53% | 1.47%-3.0pp | 10.68%-12.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $195 | $1,735-88.8% | $3,587-94.6% | $1,882-89.6% |
| Participant deferral / active EE | $1,942 | $3,040-36.1% | $4,320-55.1% | $3,022-35.8% |
| Admin fee / account holder | $48 | $546-91.3% | $6,269-99.2% | $592-91.9% |