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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,040 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL (LPL RELATED) Service code 49 5444 WESTHEIMER · HOUSTON, TX 77056 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Annual investment return 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 | $1,577 | $37,117-95.8% | $147,617-98.9% | $55,191-97.1% |
| Participation rate | 91.1% | 63.6%+27.5pp | 84.6%+6.5pp | 69.2%+22.0pp |
| Annual return | -1.77% | 3.44%-5.2pp | 61.98%-63.8pp | 10.78%-12.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,565-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,506 | $1,985-24.1% | $4,895-69.2% | $3,046-50.6% |
| Admin fee / account holder | $7 | $86-91.7% | $11,611-99.9% | $91-92.2% |