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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,373 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LPL RELATED Service code 49 9276 SCRANTON RD STE 550 · SAN DIEGO, CA 92121 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,959 | $65,453-87.8% | $86,698-90.8% | $66,938-88.1% |
| Participation rate | 39.3% | 75.5%-36.1pp | 76.6%-37.3pp | 69.8%-30.5pp |
| Annual return | -9.58% | -10.89%+1.3pp | 35.95%-45.5pp | 1.58%-11.2pp |
| Employer contribution / active EE | $1,182 | $2,154-45.1% | $2,837-58.3% | $2,545-53.6% |
| Participant deferral / active EE | $2,023 | $4,102-50.7% | $4,656-56.6% | $4,238-52.3% |
| Admin fee / account holder | $43 | $642-93.3% | $7,493-99.4% | $594-92.7% |