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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $7,291 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $743 |
ADP BROKER-DEALER2 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 | $15,954 | $95,417-83.3% | $135,974-88.3% | $74,460-78.6% |
| Participation rate | 52.4% | 78.2%-25.9pp | 81.9%-29.6pp | 70.7%-18.4pp |
| Annual return | 23.35% | 32.76%-9.4pp | 68.30%-45.0pp | 34.38%-11.0pp |
| Employer contribution / active EE | $1,792 | $3,878-53.8% | $4,859-63.1% | $2,638-32.1% |
| Participant deferral / active EE | $3,649 | $7,789-53.2% | $7,760-53.0% | $4,530-19.4% |
| Admin fee / account holder | $43 | $266-83.7% | $10,767-99.6% | $348-87.5% |