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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,078 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 391 N MAIN ST STE 107 · CORONA, CA 92880 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,268 | $65,435-69.0% | $86,677-76.6% | $66,914-69.7% |
| Participation rate | 45.7% | 75.5%-29.8pp | 76.6%-30.9pp | 69.8%-24.1pp |
| Annual return | -18.46% | -10.89%-7.6pp | 35.91%-54.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $729 | $2,153-66.1% | $2,836-74.3% | $2,544-71.3% |
| Participant deferral / active EE | $2,462 | $4,100-40.0% | $4,656-47.1% | $4,237-41.9% |
| Admin fee / account holder | $16 | $642-97.5% | $7,493-99.8% | $593-97.3% |