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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,593 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL8 years Service code 49 325 COLUMBIA TURNPIKE STE 106 · FLORHAM PARK, NJ 07932 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,438 | $44,960-45.6% | $84,966-71.2% | $74,495-67.2% |
| Participation rate | 87.2% | 49.4%+37.8pp | 67.5%+19.7pp | 67.2%+20.0pp |
| Annual return | 23.81% | 26.24%-2.4pp | 66.38%-42.6pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $67 | $1,457-95.4% | $2,727-97.5% | $2,623-97.5% |
| Participant deferral / active EE | $3,795 | $2,731+39.0% | $4,519-16.0% | $4,346-12.7% |
| Admin fee / account holder | $45 | $2,209-98.0% | $6,149-99.3% | $1,942-97.7% |