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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,843 |
LPL FINANCIAL3 years Service code 15 · EIN 04-3046611 | Recordkeeping | $5,666 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $7,137 | $66,319-89.2% | $93,621-92.4% | $65,185-89.1% |
| Participation rate | 76.2% | 74.0%+2.2pp | 75.8%+0.4pp | 70.2%+6.0pp |
| Annual return | 25.84% | 42.59%-16.8pp | 32.76%-6.9pp | 29.38%-3.5pp |
| Employer contribution / active EE | $417 | $2,013-79.3% | $2,719-84.7% | $2,177-80.8% |
| Participant deferral / active EE | $2,137 | $3,343-36.1% | $4,070-47.5% | $3,514-39.2% |
| Admin fee / account holder | $53 | $6,900-99.2% | $7,890-99.3% | $847-93.8% |