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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 | $102,422+5.5% | $147,117-26.6% | $80,959+33.4% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.3pp |
| Annual return | 15.36% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $15,460 | $3,717+315.9% | $4,932+213.4% | $2,757+460.7% |
| Participant deferral / active EE | $11,382 | $6,652+71.1% | $8,065+41.1% | $4,300+164.7% |
| Admin fee / account holder | $398 | $7,953-95.0% | $12,993-96.9% | $6,925-94.3% |