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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,009 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL4+ years Service code 49 325 COLUMBIA TURNPIKE STE 106 · FLORHAM PARK, NJ 07932 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,036 | $78,607-64.3% | $105,624-73.5% | $74,478-62.4% |
| Participation rate | 69.0% | 72.8%-3.8pp | 75.3%-6.3pp | 67.2%+1.7pp |
| Annual return | 13.29% | 15.96%-2.7pp | 116.20%-102.9pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $1,691 | $2,523-33.0% | $3,168-46.6% | $2,626-35.6% |
| Participant deferral / active EE | $3,498 | $4,325-19.1% | $5,013-30.2% | $4,350-19.6% |
| Admin fee / account holder | $70 | $2,220-96.9% | $10,961-99.4% | $1,946-96.4% |