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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,275 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL (LPL RELATED) Service code 49 5252 WESTCHESTER ST STE 118 · HOUSTON, TX 77005 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,705 | $50,464-62.9% | $75,784-75.3% | $52,331-64.3% |
| Participation rate | 85.5% | 66.8%+18.8pp | 75.8%+9.7pp | 68.1%+17.4pp |
| Annual return | -3.07% | 1.03%-4.1pp | 9.68%-12.8pp | 4.54%-7.6pp |
| Employer contribution / active EE | $1,480 | $1,988-25.6% | $3,323-55.5% | $1,882-21.3% |
| Participant deferral / active EE | $2,849 | $2,570+10.8% | $3,652-22.0% | $3,022-5.7% |
| Admin fee / account holder | $6 | $1,103-99.5% | $5,300-99.9% | $592-99.0% |