Filed September 20, 2016
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $63,536 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $14,655 |
ADP BROKER-DEALER4 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 | $10,083 | $56,638-82.2% | $169,368-94.0% | $74,419-86.5% |
| Participation rate | 91.5% | 67.5%+24.0pp | 77.1%+14.3pp | 70.7%+20.8pp |
| Annual return | 20.03% | 24.75%-4.7pp | 405.60%-385.6pp | 34.38%-14.3pp |
| Employer contribution / active EE | $368 | $2,027-81.8% | $4,013-90.8% | $2,637-86.0% |
| Participant deferral / active EE | $2,390 | $4,223-43.4% | $6,221-61.6% | $4,528-47.2% |
| Admin fee / account holder | $110 | $307-64.3% | $9,003-98.8% | $348-68.5% |