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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $13,504 |
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 NORTH · PLYMOUTH, MN 55441 | Other Services | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $2,227 | $22,714-90.2% | $59,496-96.3% | $55,191-96.0% |
| Participation rate | 73.8% | 37.5%+36.4pp | 54.6%+19.3pp | 69.2%+4.7pp |
| Annual return | -1.65% | -44.01%+42.4pp | 182.05%-183.7pp | 10.78%-12.4pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $546 | $843-35.2% | $1,829-70.1% | $3,046-82.1% |
| Admin fee / account holder | $24 | $83-71.2% | $2,232-98.9% | $91-73.6% |