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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $15,282 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,668 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,896 | $106,264-81.3% | $147,117-86.5% | $77,762-74.4% |
| Participation rate | 58.5% | 78.4%-19.9pp | 82.2%-23.6pp | 70.6%-12.0pp |
| Annual return | 16.10% | 56.94%-40.8pp | 420.54%-404.4pp | 31.27%-15.2pp |
| Employer contribution / active EE | $2,156 | $4,074-47.1% | $4,932-56.3% | $2,728-21.0% |
| Participant deferral / active EE | $4,344 | $8,003-45.7% | $8,065-46.1% | $4,651-6.6% |
| Admin fee / account holder | $75 | $334-77.4% | $12,993-99.4% | $433-82.6% |