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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $20,000 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,387 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
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 | $20,617 | $27,330-24.6% | $67,704-69.5% | $55,191-62.6% |
| Participation rate | 77.2% | 47.5%+29.7pp | 67.5%+9.7pp | 69.2%+8.1pp |
| Annual return | -0.93% | 8.81%-9.7pp | 25.41%-26.3pp | 10.78%-11.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,208 | $1,709+204.7% | $3,585+45.3% | $3,046+70.9% |
| Admin fee / account holder | $71 | $109-34.8% | $4,255-98.3% | $91-21.6% |