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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,861 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 6165 GREENWICH DR, # 240 · SAN DIEGO, CA 92122 | Other Services | $0 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,109 | $56,629-73.3% | $77,999-80.6% | $55,167-72.6% |
| Participation rate | 84.8% | 73.3%+11.5pp | 75.5%+9.2pp | 69.0%+15.8pp |
| Annual return | 3.72% | 2866.98%-2863.3pp | 425.96%-422.2pp | 169.23%-165.5pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,620 | $2,777-41.6% | $3,497-53.7% | $3,054-46.9% |
| Admin fee / account holder | $12 | $467-97.3% | $5,480-99.8% | $504-97.5% |