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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $610 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Service code 49 11211 KATY FREEWAY SUITE 520 · HOUSTON, TX 77079 | 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).
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 | $4,417 | $51,620-91.4% | $90,300-95.1% | $65,185-93.2% |
| Participation rate | 17.8% | 68.6%-50.8pp | 73.3%-55.5pp | 70.2%-52.4pp |
| Annual return | 27.16% | 24.94%+2.2pp | 78.11%-50.9pp | 29.38%-2.2pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $480 | $2,871-83.3% | $3,884-87.7% | $3,514-86.3% |
| Admin fee / account holder | $14 | $384-96.5% | $5,353-99.7% | $847-98.4% |