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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,938 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL3+ 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 | $25,415 | $71,526-64.5% | $98,450-74.2% | $71,495-64.5% |
| Participation rate | 69.3% | 72.7%-3.4pp | 75.2%-5.9pp | 67.9%+1.3pp |
| Annual return | 17.23% | 32.42%-15.2pp | 21.16%-3.9pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,513 | $2,400-36.9% | $3,049-50.4% | $2,589-41.6% |
| Participant deferral / active EE | $3,066 | $4,110-25.4% | $4,739-35.3% | $4,291-28.6% |
| Admin fee / account holder | $43 | $1,675-97.4% | $8,961-99.5% | $1,588-97.3% |