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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 | $106,247-81.3% | $147,096-86.5% | $77,714-74.4% |
| Participation rate | 58.5% | 78.4%-19.8pp | 82.2%-23.6pp | 70.6%-12.0pp |
| Annual return | 16.10% | 56.87%-40.8pp | 419.75%-403.7pp | 31.26%-15.2pp |
| Employer contribution / active EE | $2,156 | $4,069-47.0% | $4,936-56.3% | $2,727-20.9% |
| Participant deferral / active EE | $4,344 | $7,996-45.7% | $8,071-46.2% | $4,649-6.6% |
| Admin fee / account holder | $75 | $338-77.7% | $13,005-99.4% | $433-82.6% |