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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,595 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 6300 EAST HAMPDEN AVE STE 300 · DENVER, CO 80224 | Other Services | $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 | $11,271 | $46,732-75.9% | $156,551-92.8% | $55,167-79.6% |
| Participation rate | 39.1% | 65.8%-26.7pp | 84.0%-44.9pp | 69.0%-29.9pp |
| Annual return | 6.86% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $533 | $2,105-74.7% | $5,501-90.3% | $1,963-72.8% |
| Participant deferral / active EE | $923 | $2,204-58.1% | $4,871-81.1% | $3,054-69.8% |
| Admin fee / account holder | $76 | $418-81.9% | $13,028-99.4% | $504-85.0% |