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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 15 · EIN 04-3046611 | Recordkeeping | $19,383 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,540 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,283 | $167,353-62.8% | $143,797-56.7% | $134,545-53.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -22.36% | 0.48%-22.8pp | -0.04%-22.3pp | 418.37%-440.7pp |
| Employer contribution / active EE | $14,797 | $5,620+163.3% | $4,952+198.8% | $4,742+212.1% |
| Participant deferral / active EE | $56,752 | $6,447+780.3% | $5,638+906.5% | $6,401+786.6% |
| Admin fee / account holder | $142 | $18,096-99.2% | $14,679-99.0% | $11,431-98.8% |