Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,236 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $15,995 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,906 |
JULY BUSINESS SERVICES4 years Filed as: JULY BUSINESS SERVICES INC Service code 13 · EIN 74-2715820 | Contract Administrator | $9,209 |
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.)
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 | $96,286 | $79,223+21.5% | $102,460-6.0% | $74,478+29.3% |
| Participation rate | 44.4% | 74.8%-30.3pp | 76.5%-32.1pp | 67.2%-22.8pp |
| Annual return | 12.01% | 54.98%-43.0pp | 29.47%-17.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $919 | $2,363-61.1% | $3,025-69.6% | $2,626-65.0% |
| Participant deferral / active EE | $2,772 | $4,417-37.2% | $5,056-45.2% | $4,350-36.3% |
| Admin fee / account holder | $504 | $2,003-74.8% | $9,460-94.7% | $1,946-74.1% |