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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,499 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 1441 BROADWAY 5TH FLOOR · NEW YORK, NY 10018 | Other Services | $0 |
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).
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 | $1,251 | $66,813-98.1% | $100,528-98.8% | $73,493-98.3% |
| Participation rate | 72.5% | 77.5%-5.0pp | 79.4%-7.0pp | 70.7%+1.8pp |
| Annual return | 33.97% | 25.70%+8.3pp | 30.90%+3.1pp | 28.51%+5.5pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,419-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,018 | $5,883-82.7% | $6,271-83.8% | $3,740-72.8% |
| Admin fee / account holder | $12 | $512-97.6% | $8,084-99.8% | $513-97.6% |