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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC-RPCP Service code 15 · EIN 73-0988442 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Recordkeeping | $19,370 |
CARON & BLETZER, PLLC2 years Filed as: CARON AND BLETZER, PLLC Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $12,100 |
PLAN INTEGRITY PARTNERS, LLC2 years Service code 14 · EIN 88-4096467 50 LAKESIDE AVE · BURLINGTON, VT 05401 | Plan Administrator | $1,800 |
NATIONWIDE3 years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $1,658 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,161 | $102,429+79.8% | $147,096+25.2% | $80,925+127.6% |
| Participation rate | 94.5% | 75.9%+18.7pp | 82.2%+12.3pp | 67.7%+26.9pp |
| Annual return | 12.09% | 135.02%-122.9pp | 419.75%-407.7pp | 35.65%-23.6pp |
| Employer contribution / active EE | $5,105 | $3,716+37.4% | $4,936+3.4% | $2,756+85.2% |
| Participant deferral / active EE | $12,568 | $6,649+89.0% | $8,071+55.7% | $4,299+192.4% |
| Admin fee / account holder | $445 | $7,957-94.4% | $13,005-96.6% | $6,940-93.6% |