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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $755 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 265 86TH STREET · BROOKLYN, NY 11209 | 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 | $16,004 | $64,954-75.4% | $115,752-86.2% | $62,293-74.3% |
| Participation rate | 21.8% | 73.0%-51.2pp | 77.8%-55.9pp | 69.5%-47.7pp |
| Annual return | 22.68% | 24.87%-2.2pp | 19.41%+3.3pp | 28.90%-6.2pp |
| Employer contribution / active EE | $0 | $2,344-100.0% | $3,492-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,443 | $3,665-60.6% | $5,204-72.3% | $3,169-54.5% |
| Admin fee / account holder | $24 | $414-94.3% | $6,278-99.6% | $479-95.1% |