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| Provider | Service type | Compensation |
|---|---|---|
LABRIOLA NEIGHBORS LLP1+ years Service code 10 · EIN 25-1860952 | Accounting | $5,000 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $425 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,117 | $46,360-11.3% | $147,617-72.1% | $52,331-21.4% |
| Participation rate | 27.5% | 64.9%-37.4pp | 84.6%-57.1pp | 68.1%-40.6pp |
| Annual return | 3.76% | 1.62%+2.1pp | 61.98%-58.2pp | 4.54%-0.8pp |
| Employer contribution / active EE | $108 | $2,126-94.9% | $5,564-98.1% | $1,882-94.3% |
| Participant deferral / active EE | $1,112 | $2,258-50.7% | $4,895-77.3% | $3,022-63.2% |
| Admin fee / account holder | $160 | $766-79.2% | $11,612-98.6% | $592-73.0% |