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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,276 |
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $9,094 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,581 | $42,367-58.5% | $79,580-77.9% | $64,819-72.9% |
| Participation rate | 25.5% | 64.7%-39.3pp | 69.5%-44.0pp | 71.5%-46.0pp |
| Annual return | -16.43% | -12.23%-4.2pp | 0.15%-16.6pp | 32.84%-49.3pp |
| Employer contribution / active EE | $497 | $1,181-57.9% | $2,413-79.4% | $2,507-80.2% |
| Participant deferral / active EE | $917 | $3,170-71.1% | $3,985-77.0% | $4,311-78.7% |
| Admin fee / account holder | $172 | $160+7.6% | $6,835-97.5% | $188-8.6% |