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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Service code 49 3623 N ELM STREET · GREENSBORO, NC 27455 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $23,488 | $63,924-63.3% | $108,582-78.4% | $55,167-57.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 79.6%-29.6pp | 69.0%-19.0pp |
| Annual return | 7.23% | 15.31%-8.1pp | -51.70%+58.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $245 | $1,879-86.9% | $3,758-93.5% | $1,963-87.5% |
| Participant deferral / active EE | $2,198 | $3,067-28.3% | $4,311-49.0% | $3,054-28.0% |
| Admin fee / account holder | $13 | $618-97.9% | $7,645-99.8% | $504-97.4% |