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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,005 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Service code 49 25060 HANCOCK AVE · MURRIETA, CA 92562 | 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,567 | $46,297-79.3% | $71,671-86.7% | $62,293-84.6% |
| Participation rate | 76.0% | 60.6%+15.4pp | 68.7%+7.3pp | 69.5%+6.5pp |
| Annual return | 30.21% | 22.32%+7.9pp | 20.65%+9.6pp | 28.90%+1.3pp |
| Employer contribution / active EE | $410 | $1,412-71.0% | $2,460-83.4% | $2,042-79.9% |
| Participant deferral / active EE | $2,124 | $2,235-5.0% | $3,438-38.2% | $3,169-33.0% |
| Admin fee / account holder | $20 | $461-95.7% | $5,558-99.6% | $479-95.8% |