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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,340 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Service code 49 4844 JACKSON RD · ANN ARBOR, MI 48103 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,561 | $54,573-75.2% | $90,965-85.1% | $73,493-81.5% |
| Participation rate | 64.5% | 61.2%+3.3pp | 69.0%-4.5pp | 70.7%-6.2pp |
| Annual return | 15.89% | 16.69%-0.8pp | 134.57%-118.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,688 | $2,517-32.9% | $3,373-50.0% | $3,740-54.9% |
| Admin fee / account holder | $30 | $521-94.2% | $5,960-99.5% | $513-94.1% |