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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,584 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2+ years Filed as: LPL Service code 49 1000 SKOKIE BLVD · WILMETTE, IL 60091 | Other Services | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,256 | $81,504-75.1% | $102,437-80.2% | $80,959-75.0% |
| Participation rate | 97.3% | 66.9%+30.5pp | 74.5%+22.8pp | 67.7%+29.7pp |
| Annual return | 34.09% | 25.60%+8.5pp | 24.95%+9.1pp | 35.67%-1.6pp |
| Employer contribution / active EE | $2,812 | $3,104-9.4% | $3,871-27.3% | $2,757+2.0% |
| Participant deferral / active EE | $7,224 | $3,871+86.6% | $5,060+42.8% | $4,300+68.0% |
| Admin fee / account holder | $48 | $6,719-99.3% | $8,388-99.4% | $6,925-99.3% |