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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $100 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Service code 49 1010 ORANGE AVENUE · WINTER PARK, FL 32769 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,347 | $56,640-95.9% | $78,002-97.0% | $55,167-95.7% |
| Participation rate | 13.1% | 73.3%-60.2pp | 75.5%-62.4pp | 69.0%-55.9pp |
| Annual return | 0.00% | 2868.48%-2868.5pp | 425.99%-426.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $280 | $2,778-89.9% | $3,497-92.0% | $3,054-90.8% |
| Admin fee / account holder | $5 | $467-99.0% | $5,481-99.9% | $504-99.1% |