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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $14,165 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,197 |
EGAN CPAS LP5 years Service code 15 · EIN 95-4326198 | Recordkeeping | $7,100 |
ADP BROKER-DEALER10+ 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.
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.
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 | $32,265 | $55,458-41.8% | $76,030-57.6% | $77,762-58.5% |
| Participation rate | 33.8% | 63.6%-29.8pp | 69.1%-35.3pp | 70.6%-36.8pp |
| Annual return | 10.18% | 17.10%-6.9pp | 361.54%-351.4pp | 31.27%-21.1pp |
| Employer contribution / active EE | $1,012 | $1,792-43.5% | $2,688-62.3% | $2,728-62.9% |
| Participant deferral / active EE | $1,765 | $3,454-48.9% | $4,257-58.5% | $4,651-62.0% |
| Admin fee / account holder | $159 | $411-61.3% | $6,421-97.5% | $433-63.3% |