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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $673 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 3580 PIERCE DRIVE · CHAMBLEE, GA 30341 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,698 | $25,723-70.1% | $69,182-88.9% | $55,167-86.0% |
| Participation rate | 25.4% | 39.4%-14.0pp | 55.1%-29.7pp | 69.0%-43.6pp |
| Annual return | 21.57% | 9.56%+12.0pp | -21.93%+43.5pp | 169.23%-147.7pp |
| Employer contribution / active EE | $129 | $480-73.1% | $1,206-89.3% | $1,963-93.4% |
| Participant deferral / active EE | $828 | $963-14.1% | $1,897-56.4% | $3,054-72.9% |
| Admin fee / account holder | $17 | $365-95.3% | $2,697-99.4% | $504-96.6% |