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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,177 |
Filed as: WESTERN INTERNATIONAL SECURITIES, I Service code 15 · EIN 84-1314321 | Recordkeeping | $27,850 |
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $10,180 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,546 | $98,727-37.7% | $113,168-45.6% | $85,563-28.1% |
| Participation rate | 89.4% | 80.8%+8.6pp | 76.6%+12.8pp | 66.0%+23.4pp |
| Annual return | 12.51% | 17.43%-4.9pp | 24.27%-11.8pp | 31.51%-19.0pp |
| Employer contribution / active EE | $2,086 | $2,907-28.2% | $2,975-29.9% | $2,654-21.4% |
| Participant deferral / active EE | $3,715 | $5,424-31.5% | $5,107-27.3% | $4,375-15.1% |
| Admin fee / account holder | $233 | $357-34.6% | $12,068-98.1% | $834-72.0% |