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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,125 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL (LPL RELATED) Service code 49 150 SOUTH WARNER RD, STE 300 · KING OF PRUSSIA, PA 19406 | 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.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,180 | $31,109-54.4% | $67,704-79.1% | $52,331-72.9% |
| Participation rate | 21.8% | 54.0%-32.2pp | 67.5%-45.7pp | 68.1%-46.3pp |
| Annual return | -3.07% | 23.70%-26.8pp | 25.41%-28.5pp | 4.54%-7.6pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $858 | $1,970-56.4% | $3,585-76.1% | $3,022-71.6% |
| Admin fee / account holder | $31 | $466-93.3% | $4,255-99.3% | $592-94.7% |