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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,943 |
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $11,729 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,937 | $73,638-52.6% | $95,956-63.6% | $73,493-52.5% |
| Participation rate | 49.3% | 76.2%-26.9pp | 77.1%-27.8pp | 70.7%-21.4pp |
| Annual return | 26.03% | 16.78%+9.2pp | 91.63%-65.6pp | 28.51%-2.5pp |
| Employer contribution / active EE | $1,095 | $1,863-41.2% | $2,541-56.9% | $2,270-51.8% |
| Participant deferral / active EE | $1,998 | $3,617-44.8% | $4,167-52.1% | $3,740-46.6% |
| Admin fee / account holder | $362 | $482-24.9% | $6,797-94.7% | $513-29.5% |