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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $620 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
LPL FINANCIAL1 year Service code 49 325 COLUMBIA TURNPIKE STE 106 · FLORHAM PARK, NJ 07932 | 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,979 | $84,482-96.5% | $125,363-97.6% | $66,930-95.5% |
| Participation rate | 60.8% | 76.4%-15.6pp | 82.4%-21.6pp | 69.8%-9.0pp |
| Annual return | -16.36% | -8.49%-7.9pp | 572.15%-588.5pp | 1.57%-17.9pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,586 | $6,782-61.9% | $7,447-65.3% | $4,238-39.0% |
| Admin fee / account holder | $4 | $685-99.4% | $10,005-100.0% | $593-99.3% |