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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,644 |
LPL FINANCIAL3 years Service code 15 · EIN 04-3046611 | Recordkeeping | $34,858 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $105 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,337 | $95,438-34.7% | $135,982-54.2% | $74,473-16.3% |
| Participation rate | 60.0% | 78.2%-18.2pp | 81.9%-21.9pp | 70.7%-10.7pp |
| Annual return | 19.31% | 32.61%-13.3pp | 68.32%-49.0pp | 34.36%-15.0pp |
| Employer contribution / active EE | $5,391 | $3,878+39.0% | $4,859+11.0% | $2,638+104.3% |
| Participant deferral / active EE | $7,322 | $7,790-6.0% | $7,760-5.6% | $4,530+61.6% |
| Admin fee / account holder | $434 | $259+67.7% | $10,767-96.0% | $347+25.1% |