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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LION STREET FINANCIAL, LLC Service code 15 · EIN 80-0842559 | Recordkeeping | $23,844 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,068 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,777 | $128,603-49.6% | $197,124-67.1% | $67,986-4.7% |
| Participation rate | 44.2% | 81.7%-37.4pp | 86.7%-42.5pp | 57.2%-13.0pp |
| Annual return | 16.69% | 23.77%-7.1pp | 44.34%-27.7pp | 31.67%-15.0pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,067 | $6,840-40.5% | $9,135-55.5% | $3,358+21.1% |
| Admin fee / account holder | $333 | $3,035-89.0% | $16,298-98.0% | $3,203-89.6% |