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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $40,404 |
WILLIAMS KEEPERS LLC3 years Filed as: WILLIAMS-KEEPERS LLC Service code 13 · EIN 43-1126847 2005 W BROADWAY · COLUMBIA, MO 65203 | Contract Administrator | $1,849 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRVCS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $1,788 |
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 | $144,438 | $60,454+138.9% | $81,844+76.5% | $74,459+94.0% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 16.09% | 16.87%-0.8pp | 778.87%-762.8pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $4,206 | $2,630+59.9% | $2,916+44.2% | $2,626+60.2% |
| Participant deferral / active EE | $4,113 | $3,398+21.0% | $4,323-4.9% | $4,350-5.4% |
| Admin fee / account holder | $270 | $1,490-81.9% | $7,355-96.3% | $1,945-86.1% |