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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $150 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: LINCOLN FINANCIAL ADVISORS Service code 49 95 LYNN ST · PEABUDY, MA 01960 | Other Services | $0 |
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 | $1,260 | $80,177-98.4% | $123,894-99.0% | $57,658-97.8% |
| Participation rate | 70.5% | 74.4%-3.9pp | 81.4%-10.9pp | 70.2%+0.3pp |
| Annual return | 11.62% | 17.90%-6.3pp | 47.52%-35.9pp | 5.13%+6.5pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $653 | $5,130-87.3% | $5,984-89.1% | $3,061-78.7% |
| Admin fee / account holder | $1 | $106-99.4% | $8,357-100.0% | $95-99.3% |