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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,868 |
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 6300 EAST HAMPDEN AVE STE 300 · DENVER, CO 80224 | 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 | $9,361 | $75,832-87.7% | $147,617-93.7% | $59,633-84.3% |
| Participation rate | 54.1% | 71.6%-17.5pp | 84.6%-30.5pp | 68.7%-14.6pp |
| Annual return | -1.53% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $636 | $3,485-81.7% | $5,564-88.6% | $2,203-71.1% |
| Participant deferral / active EE | $885 | $3,131-71.7% | $4,895-81.9% | $3,192-72.3% |
| Admin fee / account holder | $65 | $5,986-98.9% | $11,612-99.4% | $4,297-98.5% |