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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $30,988 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,745 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,033 | $102,429+5.5% | $147,096-26.6% | $80,925+33.5% |
| Participation rate | 96.9% | 75.9%+21.1pp | 82.2%+14.7pp | 67.7%+29.3pp |
| Annual return | 15.36% | 135.02%-119.7pp | 419.75%-404.4pp | 35.65%-20.3pp |
| Employer contribution / active EE | $15,460 | $3,716+316.1% | $4,936+213.2% | $2,756+460.9% |
| Participant deferral / active EE | $11,382 | $6,649+71.2% | $8,071+41.0% | $4,299+164.8% |
| Admin fee / account holder | $398 | $7,957-95.0% | $13,005-96.9% | $6,940-94.3% |