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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $102,665 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL COMPANY Service code 27 · EIN 04-3046611 | Advisory (Plan) | $98,591 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $124,486 | $42,367+193.8% | $79,583+56.4% | $64,824+92.0% |
| Participation rate | 100.0% | 64.7%+35.3pp | 69.5%+30.5pp | 71.5%+28.5pp |
| Annual return | -15.56% | -12.24%-3.3pp | 0.16%-15.7pp | 32.84%-48.4pp |
| Employer contribution / active EE | $1,711 | $1,181+44.9% | $2,414-29.1% | $2,507-31.8% |
| Participant deferral / active EE | $9,131 | $3,168+188.2% | $3,986+129.1% | $4,311+111.8% |
| Admin fee / account holder | $426 | $160+167.2% | $6,835-93.8% | $188+127.0% |