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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $8,794 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,275 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,033 | $57,108-54.4% | $94,224-72.4% | $52,331-50.3% |
| Participation rate | 82.3% | 72.9%+9.4pp | 78.8%+3.5pp | 68.1%+14.2pp |
| Annual return | -1.97% | 1.47%-3.4pp | 10.68%-12.7pp | 4.54%-6.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,864 | $3,040+92.9% | $4,320+35.7% | $3,022+94.0% |
| Admin fee / account holder | $85 | $546-84.4% | $6,269-98.6% | $592-85.6% |