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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $189,634 |
CADARET GRANT & CO INC3 years Service code 15 · EIN 22-2361254 | Recordkeeping | $24,003 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 15 · EIN 95-2834236 | Recordkeeping | $20,299 |
MIKE AVERSANO CPA, PC2 years Service code 15 · EIN 47-5684521 | Recordkeeping | $9,750 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,084 | $150,541-86.7% | $145,433-86.2% | $103,975-80.7% |
| Participation rate | 66.6% | 81.1%-14.5pp | 82.1%-15.5pp | 72.5%-5.9pp |
| Annual return | 22.26% | 20.73%+1.5pp | 66.58%-44.3pp | 19.41%+2.8pp |
| Employer contribution / active EE | $0 | $5,177-100.0% | $4,554-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $3,371 | $9,456-64.4% | $7,897-57.3% | $5,343-36.9% |
| Admin fee / account holder | $86 | $165-47.6% | $13,129-99.3% | $332-74.0% |