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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $5,182 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,466 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,694 | $65,092-79.0% | $143,799-90.5% | $66,938-79.5% |
| Participation rate | 85.5% | 65.2%+20.2pp | 80.3%+5.1pp | 69.8%+15.6pp |
| Annual return | -16.85% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,470 | $2,362-37.8% | $4,952-70.3% | $2,545-42.3% |
| Participant deferral / active EE | $2,129 | $2,920-27.1% | $5,638-62.2% | $4,238-49.8% |
| Admin fee / account holder | $57 | $502-88.7% | $14,677-99.6% | $594-90.4% |