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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $6,737 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,425 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,231 | $45,119-72.9% | $85,126-85.6% | $74,429-83.6% |
| Participation rate | 95.8% | 49.4%+46.4pp | 67.5%+28.3pp | 67.2%+28.6pp |
| Annual return | 13.38% | 26.28%-12.9pp | 66.63%-53.2pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $1,865 | $1,460+27.7% | $2,731-31.7% | $2,625-29.0% |
| Participant deferral / active EE | $2,905 | $2,738+6.1% | $4,523-35.8% | $4,348-33.2% |
| Admin fee / account holder | $83 | $2,214-96.3% | $6,160-98.7% | $1,944-95.7% |