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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,656 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 451 S BETHLEHEM PIKE SUITE 100 · FT WASHINGTON, PA 19304 | Other Services | $0 |
Employer 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,629 | $63,924-56.8% | $108,582-74.6% | $55,167-49.9% |
| Participation rate | 79.3% | 74.3%+5.0pp | 79.6%-0.2pp | 69.0%+10.3pp |
| Annual return | 6.67% | 15.31%-8.6pp | -51.70%+58.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $277 | $1,879-85.2% | $3,758-92.6% | $1,963-85.9% |
| Participant deferral / active EE | $2,508 | $3,067-18.2% | $4,311-41.8% | $3,054-17.9% |
| Admin fee / account holder | $38 | $618-93.9% | $7,645-99.5% | $504-92.5% |