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| Provider | Service type | Compensation |
|---|---|---|
LILLING & COMPANY LLP1 year Service code 15 · EIN 13-3447681 | Recordkeeping | $11,830 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,664 |
ADP BROKER-DEALER11+ 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,419 | $110,483-24.5% | $145,433-42.6% | $79,634+4.8% |
| Participation rate | 27.7% | 71.1%-43.4pp | 82.1%-54.4pp | 62.5%-34.7pp |
| Annual return | 14.68% | 24.62%-9.9pp | 66.58%-51.9pp | 36.46%-21.8pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $3,467 | $7,216-52.0% | $7,897-56.1% | $3,835-9.6% |
| Admin fee / account holder | $119 | $680-82.5% | $13,129-99.1% | $1,002-88.1% |