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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $825 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 4970 BLUEBONNET BLVD., SUITE B · BATON ROUGE, LA 70809 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,202 | $46,732-91.0% | $156,551-97.3% | $55,167-92.4% |
| Participation rate | 40.8% | 65.8%-25.0pp | 84.0%-43.2pp | 69.0%-28.2pp |
| Annual return | 9.29% | 17.72%-8.4pp | 32.23%-22.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $137 | $2,105-93.5% | $5,501-97.5% | $1,963-93.0% |
| Participant deferral / active EE | $1,636 | $2,204-25.8% | $4,871-66.4% | $3,054-46.4% |
| Admin fee / account holder | $9 | $418-97.9% | $13,028-99.9% | $504-98.2% |