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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,946 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 600 GREEN BAY ROAD · KENILWORTH, IL 60043 | Other Services | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $1,124 | $32,425-96.5% | $74,577-98.5% | $55,167-98.0% |
| Participation rate | 56.6% | 54.0%+2.6pp | 68.1%-11.5pp | 69.0%-12.4pp |
| Annual return | 6.63% | 10.63%-4.0pp | 20.47%-13.8pp | 169.23%-162.6pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $609 | $1,995-69.5% | $3,458-82.4% | $3,054-80.1% |
| Admin fee / account holder | $48 | $748-93.6% | $4,138-98.8% | $504-90.5% |