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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $475 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL (LPL RELATED) Service code 49 10405 6TH AVE N · PLYMOUTH, MN 55441 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,592 | $57,108-58.7% | $94,229-75.0% | $52,331-54.9% |
| Participation rate | 25.6% | 72.9%-47.3pp | 78.8%-53.1pp | 68.1%-42.5pp |
| Annual return | 8.22% | 1.47%+6.8pp | 10.68%-2.5pp | 4.54%+3.7pp |
| Employer contribution / active EE | $838 | $1,735-51.7% | $3,587-76.6% | $1,882-55.5% |
| Participant deferral / active EE | $2,292 | $3,040-24.6% | $4,320-47.0% | $3,022-24.2% |
| Admin fee / account holder | $9 | $546-98.3% | $6,269-99.9% | $592-98.4% |