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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $650 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL (LPL RELATED) Service code 49 6928 TRADEWINDS DRIVE · CARLSBAD, CA 92011 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,668 | $46,360-72.7% | $147,618-91.4% | $52,331-75.8% |
| Participation rate | 32.9% | 64.9%-32.0pp | 84.6%-51.7pp | 68.1%-35.2pp |
| Annual return | 1.50% | 1.62%-0.1pp | 61.98%-60.5pp | 4.54%-3.0pp |
| Employer contribution / active EE | $427 | $2,126-79.9% | $5,565-92.3% | $1,882-77.3% |
| Participant deferral / active EE | $1,058 | $2,258-53.1% | $4,895-78.4% | $3,022-65.0% |
| Admin fee / account holder | $10 | $766-98.7% | $11,612-99.9% | $592-98.3% |