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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,967 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $11,053 |
SCS1+ years Service code 15 · EIN 71-1004774 | Recordkeeping | $5,757 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,634 | $73,459-52.9% | $178,528-80.6% | $74,429-53.5% |
| Participation rate | 94.4% | 66.5%+27.8pp | 77.1%+17.2pp | 67.2%+27.1pp |
| Annual return | 12.36% | 17.50%-5.1pp | 27.11%-14.8pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $1,144 | $2,219-48.5% | $3,950-71.1% | $2,625-56.4% |
| Participant deferral / active EE | $2,807 | $4,515-37.8% | $6,278-55.3% | $4,348-35.4% |
| Admin fee / account holder | $166 | $1,812-90.9% | $10,419-98.4% | $1,944-91.5% |