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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $696 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 80 S 8TH STREET · MINNEAPOLIS, MN 55402 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $45,848 | $72,486-36.7% | $87,103-47.4% | $72,976-37.2% |
| Participation rate | 48.3% | 72.8%-24.5pp | 76.9%-28.6pp | 69.5%-21.2pp |
| Annual return | 22.07% | 24.46%-2.4pp | 28.19%-6.1pp | 81.02%-58.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,509 | $3,270-23.3% | $4,049-38.0% | $3,608-30.4% |
| Admin fee / account holder | $11 | $5,055-99.8% | $7,491-99.9% | $5,124-99.8% |