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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $11,788 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,925 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
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 | $23,441 | $74,089-68.4% | $133,975-82.5% | $55,167-57.5% |
| Participation rate | 69.9% | 84.3%-14.4pp | 87.1%-17.2pp | 69.0%+0.9pp |
| Annual return | 9.34% | 12.11%-2.8pp | 29.29%-20.0pp | 169.23%-159.9pp |
| Employer contribution / active EE | $1,571 | $3,064-48.7% | $5,211-69.9% | $1,963-20.0% |
| Participant deferral / active EE | $3,050 | $4,678-34.8% | $6,282-51.4% | $3,054-0.1% |
| Admin fee / account holder | $127 | $458-72.3% | $9,324-98.6% | $504-74.9% |