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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,968 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
LPL FINANCIAL2+ 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 | $795 | $57,752-98.6% | $112,273-99.3% | $71,511-98.9% |
| Participation rate | 82.8% | 58.8%+24.0pp | 72.4%+10.4pp | 67.9%+14.9pp |
| Annual return | 18.13% | 18.25%-0.1pp | 30.23%-12.1pp | 28.86%-10.7pp |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,431-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $423 | $2,860-85.2% | $4,800-91.2% | $4,291-90.1% |
| Admin fee / account holder | $14 | $1,586-99.1% | $7,752-99.8% | $1,588-99.1% |