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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: WADDELL & REED ADVISORS Service code 49 2100 RIVEREDGE PARKWAY · ATLANTA, GA 30328 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $3,360 | $75,183-95.5% | $123,894-97.3% | $55,167-93.9% |
| Participation rate | 13.0% | 72.8%-59.8pp | 81.4%-68.4pp | 69.0%-56.0pp |
| Annual return | 0.00% | 19.01%-19.0pp | 47.52%-47.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $492 | $5,084-90.3% | $5,984-91.8% | $3,054-83.9% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |