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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,705 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years 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).
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 | $15,856 | $63,314-75.0% | $91,004-82.6% | $62,293-74.5% |
| Participation rate | 93.1% | 73.3%+19.8pp | 75.6%+17.5pp | 69.5%+23.6pp |
| Annual return | 12.58% | 21.00%-8.4pp | 4.60%+8.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $669 | $1,807-63.0% | $2,456-72.7% | $2,042-67.2% |
| Participant deferral / active EE | $1,721 | $2,944-41.5% | $3,548-51.5% | $3,169-45.7% |
| Admin fee / account holder | $22 | $468-95.3% | $5,417-99.6% | $479-95.4% |