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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,411 |
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 3903 NORTH ELM STREET · GREENSBORO, NC 27456 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,404 | $70,002-82.3% | $115,037-89.2% | $52,331-76.3% |
| Participation rate | 64.0% | 72.1%-8.1pp | 81.4%-17.3pp | 68.1%-4.1pp |
| Annual return | 13.95% | 4.04%+9.9pp | 26.14%-12.2pp | 4.54%+9.4pp |
| Employer contribution / active EE | $1,487 | $2,715-45.2% | $4,608-67.7% | $1,882-21.0% |
| Participant deferral / active EE | $3,703 | $4,920-24.7% | $6,026-38.6% | $3,022+22.5% |
| Admin fee / account holder | $10 | $566-98.2% | $8,175-99.9% | $592-98.3% |