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| 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 | $79,867+64.8% | $120,344+9.4% | $64,340+104.6% |
| Participation rate | 88.1% | 63.0%+25.2pp | 76.7%+11.4pp | 55.2%+32.9pp |
| Annual return | 10.92% | 21.10%-10.2pp | 20.30%-9.4pp | 24.14%-13.2pp |
| Employer contribution / active EE | $7,324 | $1,925+280.5% | $3,020+142.5% | $1,862+293.4% |
| Participant deferral / active EE | $3,663 | $3,593+2.0% | $5,135-28.7% | $2,980+22.9% |
| Admin fee / account holder | $651 | $5,039-87.1% | $12,742-94.9% | $3,703-82.4% |