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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,545 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $20,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,884 | $104,336-68.5% | $159,474-79.4% | $86,821-62.1% |
| Participation rate | 45.4% | 77.7%-32.3pp | 82.8%-37.4pp | 72.3%-26.9pp |
| Annual return | 17.95% | 26.32%-8.4pp | 263.68%-245.7pp | 97.94%-80.0pp |
| Employer contribution / active EE | $1,751 | $3,451-49.3% | $4,831-63.7% | $2,406-27.2% |
| Participant deferral / active EE | $4,228 | $6,837-38.2% | $7,353-42.5% | $4,132+2.3% |
| Admin fee / account holder | $264 | $172+53.5% | $10,802-97.6% | $170+55.9% |