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| Provider | Service type | Compensation |
|---|---|---|
FORDHAM & CO LLP4 years Filed as: FORDHAM GOODFELLOW LLP Service code 10 · EIN 93-1298398 | Accounting | $14,869 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $11,433 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $11,197 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,282 | $59,448-60.8% | $93,696-75.2% | $74,459-68.7% |
| Participation rate | 75.2% | 59.6%+15.6pp | 68.7%+6.5pp | 67.2%+8.0pp |
| Annual return | 11.06% | 82.11%-71.0pp | 133.74%-122.7pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,079 | $3,052-31.9% | $4,417-52.9% | $4,350-52.2% |
| Admin fee / account holder | $120 | $3,027-96.1% | $8,287-98.6% | $1,945-93.9% |