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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 15 · EIN 27-0435466 | Recordkeeping | $15,593 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,368 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,802 | $99,957-53.2% | $149,715-68.7% | $73,493-36.3% |
| Participation rate | 62.2% | 75.7%-13.5pp | 82.5%-20.3pp | 70.7%-8.5pp |
| Annual return | 25.58% | 53.87%-28.3pp | 276.66%-251.1pp | 28.51%-2.9pp |
| Employer contribution / active EE | $835 | $3,191-73.8% | $4,645-82.0% | $2,270-63.2% |
| Participant deferral / active EE | $3,786 | $6,073-37.7% | $6,842-44.7% | $3,740+1.2% |
| Admin fee / account holder | $176 | $551-68.1% | $9,310-98.1% | $513-65.8% |