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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL3 years Service code 49 6928 TRADEWINDS DRIVE · CARLSBAD, CA 92011 | Other Services | $0 |
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).
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 | $16,367 | $37,196-56.0% | $154,114-89.4% | $55,725-70.6% |
| Participation rate | 20.2% | 64.1%-43.9pp | 83.0%-62.9pp | 70.9%-50.7pp |
| Annual return | -6.13% | 1319.68%-1325.8pp | 735.16%-741.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $285 | $1,614-82.3% | $5,298-94.6% | $2,078-86.3% |
| Participant deferral / active EE | $754 | $2,068-63.5% | $5,081-85.2% | $3,356-77.5% |
| Admin fee / account holder | $18 | $102-82.0% | $13,411-99.9% | $115-84.1% |