Filed September 20, 2016
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $70,821 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $19,749 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,871 | $62,624-82.6% | $177,989-93.9% | $77,643-86.0% |
| Participation rate | 89.7% | 66.8%+22.9pp | 77.1%+12.7pp | 70.6%+19.2pp |
| Annual return | 14.60% | 16.16%-1.6pp | 294.48%-279.9pp | 31.24%-16.6pp |
| Employer contribution / active EE | $403 | $1,909-78.9% | $3,949-89.8% | $2,726-85.2% |
| Participant deferral / active EE | $2,362 | $4,219-44.0% | $6,276-62.4% | $4,647-49.2% |
| Admin fee / account holder | $108 | $386-72.0% | $10,363-99.0% | $430-74.9% |