Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LUCAS, HORSFALL, MURPHY & PINDROH, Service code 15 · EIN 95-4659692 | Recordkeeping | $9,000 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $103,620 | $65,125+59.1% | $143,797-27.9% | $66,949+54.8% |
| Participation rate | 76.8% | 65.2%+11.6pp | 80.3%-3.5pp | 69.8%+7.0pp |
| Annual return | -20.95% | -11.13%-9.8pp | -0.04%-20.9pp | 1.57%-22.5pp |
| Employer contribution / active EE | $426 | $2,362-82.0% | $4,952-91.4% | $2,545-83.3% |
| Participant deferral / active EE | $4,837 | $2,920+65.6% | $5,638-14.2% | $4,239+14.1% |
| Admin fee / account holder | $93 | $503-81.5% | $14,679-99.4% | $594-84.4% |