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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,324 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $7,880 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,970 | $82,163-89.1% | $125,363-92.8% | $64,814-86.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 82.4%+7.6pp | 71.5%+18.6pp |
| Annual return | 26.85% | 3.49%+23.4pp | 572.15%-545.3pp | 32.84%-6.0pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,463 | $7,175-37.8% | $7,447-40.1% | $4,310+3.5% |
| Admin fee / account holder | $150 | $163-8.1% | $10,005-98.5% | $188-20.2% |