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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 15 · EIN 04-3046611 | Recordkeeping | $26,769 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,353 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,858 | $75,388-77.6% | $123,553-86.4% | $55,725-69.7% |
| Participation rate | 94.7% | 75.7%+19.0pp | 82.3%+12.4pp | 70.9%+23.8pp |
| Annual return | -7.08% | 4.48%-11.6pp | 119.21%-126.3pp | 244.93%-252.0pp |
| Employer contribution / active EE | $1,586 | $3,063-48.2% | $4,628-65.7% | $2,078-23.7% |
| Participant deferral / active EE | $3,058 | $5,651-45.9% | $6,426-52.4% | $3,356-8.9% |
| Admin fee / account holder | $94 | $120-21.3% | $9,284-99.0% | $115-18.2% |