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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,267 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL (LPL RELATED) Service code 49 350 HUDSON ST · NEW YORK, NY 10014 | 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,645 | $37,117-55.2% | $147,614-88.7% | $55,191-69.8% |
| Participation rate | 14.4% | 63.6%-49.2pp | 84.6%-70.2pp | 69.2%-54.7pp |
| Annual return | 6.03% | 3.44%+2.6pp | 61.98%-55.9pp | 10.78%-4.7pp |
| Employer contribution / active EE | $296 | $1,620-81.8% | $5,564-94.7% | $1,899-84.4% |
| Participant deferral / active EE | $445 | $1,985-77.6% | $4,895-90.9% | $3,046-85.4% |
| Admin fee / account holder | $56 | $86-34.2% | $11,611-99.5% | $91-38.0% |