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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,435 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL4 years Filed as: LPL Service code 49 1777 SENTRY PARK WEST · BLUE BELL, PA 19422 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,618 | $29,554-77.6% | $56,054-88.2% | $77,692-91.5% |
| Participation rate | 80.9% | 32.6%+48.3pp | 52.5%+28.5pp | 70.6%+10.4pp |
| Annual return | 13.41% | 18.89%-5.5pp | 1705.95%-1692.5pp | 31.25%-17.8pp |
| Employer contribution / active EE | $1,121 | $568+97.2% | $1,039+7.9% | $2,726-58.9% |
| Participant deferral / active EE | $2,559 | $1,061+141.2% | $1,952+31.1% | $4,648-45.0% |
| Admin fee / account holder | $8 | $1,046-99.2% | $2,822-99.7% | $431-98.1% |