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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,505 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: LINCOLN FINANCIAL ADVISORS Service code 49 3817 CONSTITUTION DRIVE · EL PASO, TX 79922 | Other Services | $0 |
Participant contribution per participant 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).
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 | $3,432 | $50,637-93.2% | $86,582-96.0% | $62,293-94.5% |
| Participation rate | 91.1% | 67.9%+23.2pp | 73.5%+17.6pp | 69.5%+21.6pp |
| Annual return | 18.52% | 20.80%-2.3pp | 965.08%-946.6pp | 28.90%-10.4pp |
| Employer contribution / active EE | $484 | $2,075-76.7% | $2,839-83.0% | $2,042-76.3% |
| Participant deferral / active EE | $777 | $2,611-70.2% | $3,609-78.5% | $3,169-75.5% |
| Admin fee / account holder | $7 | $413-98.3% | $4,904-99.9% | $479-98.6% |