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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,160 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 75 STATE STREET · WEST COVINA, CA 91792 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364 | $62,715-99.4% | $104,299-99.7% | $66,949-99.5% |
| Participation rate | 74.2% | 59.6%+14.6pp | 73.3%+0.9pp | 69.8%+4.4pp |
| Annual return | 0.00% | -14.70%+14.7pp | 24.62%-24.6pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $3,373-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $318 | $2,852-88.9% | $4,626-93.1% | $4,239-92.5% |
| Admin fee / account holder | $6 | $657-99.1% | $7,339-99.9% | $594-99.0% |