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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,721 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL7 years 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,111 | $65,960-65.0% | $81,844-71.8% | $77,736-70.3% |
| Participation rate | 14.4% | 65.8%-51.4pp | 72.4%-58.0pp | 70.6%-56.2pp |
| Annual return | 16.06% | 26.64%-10.6pp | 778.87%-762.8pp | 31.26%-15.2pp |
| Employer contribution / active EE | $527 | $2,375-77.8% | $2,916-81.9% | $2,728-80.7% |
| Participant deferral / active EE | $893 | $3,505-74.5% | $4,323-79.4% | $4,651-80.8% |
| Admin fee / account holder | $88 | $526-83.4% | $7,355-98.8% | $433-79.8% |