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 FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $88,328 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,665 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,656 | $85,515+54.0% | $112,040+17.5% | $67,986+93.7% |
| Participation rate | 88.1% | 68.2%+19.9pp | 76.5%+11.6pp | 57.2%+30.9pp |
| Annual return | 10.92% | 29.68%-18.8pp | 24.52%-13.6pp | 31.67%-20.7pp |
| Employer contribution / active EE | $7,324 | $2,191+234.3% | $2,954+147.9% | $2,019+262.8% |
| Participant deferral / active EE | $3,663 | $4,014-8.7% | $5,098-28.1% | $3,358+9.1% |
| Admin fee / account holder | $651 | $3,774-82.7% | $12,098-94.6% | $3,203-79.7% |