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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $18,214 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,729 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,888 | $62,715+21.0% | $104,301-27.2% | $66,930+13.4% |
| Participation rate | 24.6% | 59.6%-35.0pp | 73.3%-48.7pp | 69.8%-45.2pp |
| Annual return | -17.01% | -14.70%-2.3pp | 24.61%-41.6pp | 1.57%-18.6pp |
| Employer contribution / active EE | $999 | $1,976-49.5% | $3,373-70.4% | $2,545-60.8% |
| Participant deferral / active EE | $1,388 | $2,852-51.3% | $4,626-70.0% | $4,238-67.2% |
| Admin fee / account holder | $430 | $657-34.5% | $7,340-94.1% | $593-27.5% |