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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Service code 15 · EIN 04-3046611 | Recordkeeping | $34,456 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,415 | $52,450-0.1% | $129,397-59.5% | $74,429-29.6% |
| Participation rate | 67.0% | 53.8%+13.2pp | 69.6%-2.6pp | 67.2%-0.2pp |
| Annual return | 14.64% | 15.65%-1.0pp | 9453.98%-9439.3pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $1,987 | $1,532+29.7% | $4,154-52.2% | $2,625-24.3% |
| Participant deferral / active EE | $3,964 | $2,797+41.7% | $4,167-4.9% | $4,348-8.8% |
| Admin fee / account holder | $280 | $2,636-89.4% | $7,679-96.3% | $1,944-85.6% |