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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,882 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 3883 TELEGRAPH ROAD · BLOOMFIELD HILLS, MI 48302 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $12,217 | $60,795-79.9% | $69,461-82.4% | $65,185-81.3% |
| Participation rate | 38.9% | 74.9%-36.0pp | 74.6%-35.7pp | 70.2%-31.3pp |
| Annual return | 22.61% | 17.46%+5.2pp | 28.97%-6.4pp | 29.38%-6.8pp |
| Employer contribution / active EE | $378 | $2,452-84.6% | $2,779-86.4% | $2,177-82.7% |
| Participant deferral / active EE | $1,255 | $3,162-60.3% | $3,536-64.5% | $3,514-64.3% |
| Admin fee / account holder | $51 | $314-83.7% | $3,840-98.7% | $847-94.0% |