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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $31,254 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,260 |
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 | $43,864 | $73,638-40.4% | $95,960-54.3% | $73,493-40.3% |
| Participation rate | 92.6% | 76.2%+16.4pp | 77.1%+15.5pp | 70.7%+21.9pp |
| Annual return | 17.10% | 16.78%+0.3pp | 91.63%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,806 | $1,863-3.1% | $2,541-28.9% | $2,270-20.4% |
| Participant deferral / active EE | $4,631 | $3,617+28.0% | $4,167+11.2% | $3,740+23.8% |
| Admin fee / account holder | $208 | $482-56.9% | $6,797-96.9% | $513-59.5% |