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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $13,736 |
Filed as: FIDUCIARY FIRST, LLC Service code 15 · EIN 20-5582309 | Recordkeeping | $5,754 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,209 | $79,523-70.8% | $140,016-83.4% | $56,287-58.8% |
| Participation rate | 94.6% | 85.7%+8.9pp | 87.5%+7.1pp | 69.9%+24.8pp |
| Annual return | 15.45% | 2.39%+13.1pp | 651.12%-635.7pp | -9.96%+25.4pp |
| Employer contribution / active EE | $2,266 | $3,350-32.3% | $5,606-59.6% | $2,111+7.4% |
| Participant deferral / active EE | $3,682 | $5,129-28.2% | $6,927-46.9% | $3,350+9.9% |
| Admin fee / account holder | $86 | $614-86.0% | $10,705-99.2% | $521-83.4% |