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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,707 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Service code 49 100 GRANDVIEW STE 303 · BRAINTREE, MA 02184 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,395 | $80,753-67.3% | $136,298-80.6% | $62,293-57.6% |
| Participation rate | 63.6% | 73.5%-10.0pp | 81.9%-18.3pp | 69.5%-5.9pp |
| Annual return | 22.01% | 35.83%-13.8pp | 5156.27%-5134.3pp | 28.90%-6.9pp |
| Employer contribution / active EE | $1,106 | $2,884-61.6% | $4,696-76.4% | $2,042-45.8% |
| Participant deferral / active EE | $4,341 | $5,164-15.9% | $6,247-30.5% | $3,169+37.0% |
| Admin fee / account holder | $23 | $525-95.6% | $9,244-99.8% | $479-95.2% |