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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,878 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL3 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,661 | $52,670-85.5% | $90,404-91.5% | $73,409-89.6% |
| Participation rate | 18.1% | 67.7%-49.6pp | 72.7%-54.6pp | 72.2%-54.1pp |
| Annual return | 68.88% | 20.70%+48.2pp | 1293.02%-1224.1pp | 59.29%+9.6pp |
| Employer contribution / active EE | $423 | $1,872-77.4% | $3,262-87.0% | $2,234-81.1% |
| Participant deferral / active EE | $692 | $2,807-75.4% | $3,963-82.5% | $3,805-81.8% |
| Admin fee / account holder | $44 | $117-62.0% | $5,611-99.2% | $158-71.9% |