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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years 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 | $53,957 | $78,423-31.2% | $95,964-43.8% | $79,856-32.4% |
| Participation rate | 47.5% | 73.5%-26.0pp | 77.1%-29.6pp | 69.6%-22.1pp |
| Annual return | 14.77% | 19.37%-4.6pp | 91.64%-76.9pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,435 | $3,440-29.2% | $4,167-41.6% | $3,741-34.9% |
| Admin fee / account holder | $9 | $5,622-99.8% | $6,797-99.9% | $5,306-99.8% |