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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,768 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 4707 EXECUTIVE DR · SAN DIEGO, CA 92101 | 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.
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 | $22,495 | $50,385-55.4% | $75,501-70.2% | $62,293-63.9% |
| Participation rate | 14.7% | 67.7%-53.0pp | 72.4%-57.7pp | 69.5%-54.8pp |
| Annual return | 36.83% | 19.90%+16.9pp | 27.35%+9.5pp | 28.90%+7.9pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $325 | $2,445-86.7% | $3,142-89.6% | $3,169-89.7% |
| Admin fee / account holder | $114 | $384-70.4% | $5,801-98.0% | $479-76.3% |