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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,666 |
LPL FINANCIAL3 years Service code 15 · EIN 04-3046611 | Recordkeeping | $15,194 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,379 | $79,181-67.9% | $102,423-75.2% | $74,429-65.9% |
| Participation rate | 98.9% | 74.8%+24.1pp | 76.5%+22.4pp | 67.2%+31.6pp |
| Annual return | 11.25% | 54.97%-43.7pp | 29.42%-18.2pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $4,303 | $2,362+82.2% | $3,023+42.3% | $2,625+63.9% |
| Participant deferral / active EE | $4,007 | $4,416-9.3% | $5,054-20.7% | $4,348-7.8% |
| Admin fee / account holder | $179 | $2,002-91.1% | $9,455-98.1% | $1,944-90.8% |