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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,058 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 1445 RESEARCH BLVD STE 340 · ROCKVILLE, MD 20850 | 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,838 | $91,439-49.9% | $135,974-66.3% | $71,511-35.9% |
| Participation rate | 23.4% | 75.7%-52.3pp | 81.9%-58.6pp | 67.9%-44.6pp |
| Annual return | 18.90% | 29.90%-11.0pp | 68.30%-49.4pp | 28.86%-10.0pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,313 | $7,093-53.3% | $7,760-57.3% | $4,291-22.8% |
| Admin fee / account holder | $21 | $1,267-98.3% | $10,767-99.8% | $1,588-98.7% |