Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 15 · EIN 04-3046611 | Recordkeeping | $52,059 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,444 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,115 | $30,423+340.8% | $56,025+139.4% | $74,478+80.1% |
| Participation rate | 43.5% | 32.9%+10.6pp | 52.5%-9.0pp | 67.2%-23.7pp |
| Annual return | 14.18% | 24.97%-10.8pp | 1712.69%-1698.5pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $1,262 | $610+106.8% | $1,042+21.2% | $2,626-51.9% |
| Participant deferral / active EE | $4,641 | $1,176+294.5% | $1,955+137.4% | $4,350+6.7% |
| Admin fee / account holder | $301 | $2,363-87.3% | $2,828-89.4% | $1,946-84.5% |