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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWLEY COURIER ADVISORS, LLC Service code 15 · EIN 27-4034238 | Recordkeeping | $10,027 |
CADARET GRANT & CO INC1 year Service code 15 · EIN 22-2361254 | Recordkeeping | $8,273 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,559 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,203 | $86,692+11.0% | $119,634-19.6% | $66,949+43.7% |
| Participation rate | 72.2% | 75.6%-3.4pp | 79.3%-7.0pp | 69.8%+2.4pp |
| Annual return | -11.21% | -8.00%-3.2pp | -14.98%+3.8pp | 1.57%-12.8pp |
| Employer contribution / active EE | $474 | $2,536-81.3% | $4,232-88.8% | $2,545-81.4% |
| Participant deferral / active EE | $3,180 | $4,360-27.1% | $5,601-43.2% | $4,239-25.0% |
| Admin fee / account holder | $136 | $755-81.9% | $10,329-98.7% | $594-77.0% |