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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,131 |
LPL FINANCIAL2+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $13,057 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $21,555 | $51,466-58.1% | $78,778-72.6% | $62,293-65.4% |
| Participation rate | 66.9% | 59.8%+7.2pp | 69.2%-2.2pp | 69.5%-2.6pp |
| Annual return | 13.36% | 19.96%-6.6pp | 35.62%-22.3pp | 28.90%-15.5pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,578 | $2,147-26.5% | $2,958-46.6% | $3,169-50.2% |
| Admin fee / account holder | $150 | $489-69.4% | $5,134-97.1% | $479-68.7% |