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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Service code 15 · EIN 04-3046611 | Recordkeeping | $12,440 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,154 |
ADP BROKER-DEALER9+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,552 | $175,259-67.2% | $149,723-61.6% | $139,487-58.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 13.67% | 166.82%-153.2pp | 134.50%-120.8pp | 373.84%-360.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,745 | $6,522-42.6% | $5,682-34.1% | $6,713-44.2% |
| Admin fee / account holder | $186 | $16,158-98.8% | $13,215-98.6% | $11,407-98.4% |