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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $910 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Service code 49 COMMISSIONS 6300 LAMAR AVE · OVERLAND PARK, KS 66202 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,832 | $30,086-67.3% | $61,373-84.0% | $64,808-84.8% |
| Participation rate | 22.9% | 36.4%-13.4pp | 52.6%-29.6pp | 71.5%-48.5pp |
| Annual return | -28.80% | -13.99%-14.8pp | 338.61%-367.4pp | 32.82%-61.6pp |
| Employer contribution / active EE | $709 | $536+32.2% | $1,159-38.9% | $2,506-71.7% |
| Participant deferral / active EE | $1,519 | $1,126+35.0% | $2,125-28.5% | $4,310-64.8% |
| Admin fee / account holder | $10 | $148-93.2% | $2,130-99.5% | $188-94.7% |