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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,075 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 5000 BIRCH STREET · NEWPORT BEACH, CA 92660 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,492 | $42,546-7.2% | $71,796-45.0% | $55,167-28.4% |
| Participation rate | 54.4% | 59.1%-4.7pp | 69.1%-14.7pp | 69.0%-14.6pp |
| Annual return | 5.73% | 12.36%-6.6pp | 78.04%-72.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,152 | $2,064+4.3% | $2,794-23.0% | $3,054-29.5% |
| Admin fee / account holder | $9 | $650-98.6% | $4,815-99.8% | $504-98.2% |