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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,015 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 200 ASHFORD CENTER NORTH · ATLANTA, GA 30338 | 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).
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 | $18,552 | $35,485-47.7% | $74,549-75.1% | $55,725-66.7% |
| Participation rate | 37.0% | 62.5%-25.5pp | 69.1%-32.1pp | 70.9%-33.8pp |
| Annual return | -5.34% | 0.72%-6.1pp | 32.53%-37.9pp | 244.93%-250.3pp |
| Employer contribution / active EE | $541 | $777-30.4% | $1,961-72.4% | $2,078-74.0% |
| Participant deferral / active EE | $2,293 | $2,181+5.1% | $3,108-26.2% | $3,356-31.7% |
| Admin fee / account holder | $6 | $114-94.5% | $5,059-99.9% | $115-94.5% |