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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,675 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL (LPL RELATED) Service code 49 1120 SANCTUARY PARKWAY STE 300 · ALPHARETTA, GA 30009 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,981 | $44,229-72.9% | $155,789-92.3% | $55,191-78.3% |
| Participation rate | 45.8% | 60.8%-15.0pp | 76.1%-30.3pp | 69.2%-23.4pp |
| Annual return | 5.39% | 0.37%+5.0pp | 71.54%-66.1pp | 10.78%-5.4pp |
| Employer contribution / active EE | $1,347 | $1,317+2.2% | $3,839-64.9% | $1,899-29.1% |
| Participant deferral / active EE | $2,421 | $2,851-15.1% | $4,798-49.5% | $3,046-20.5% |
| Admin fee / account holder | $26 | $86-69.8% | $7,477-99.7% | $91-71.4% |