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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Service code 15 · EIN 04-3046611 | Recordkeeping | $11,182 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,245 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $103,089 | $55,902+84.4% | $76,030+35.6% | $80,959+27.3% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 12.66% | 20.59%-7.9pp | 361.54%-348.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $5,307 | $1,867+184.3% | $2,688+97.5% | $2,757+92.5% |
| Participant deferral / active EE | $5,590 | $3,051+83.2% | $4,257+31.3% | $4,300+30.0% |
| Admin fee / account holder | $140 | $5,239-97.3% | $6,421-97.8% | $6,925-98.0% |