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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,612 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,977 |
MORNINGSTAR1 year Service code 27 22 WEST WASHINGTON STREET, · CHICAGO, IL 60602 | Advisory (Plan) | $1,413 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,217 | $60,165-33.2% | $74,184-45.8% | $55,167-27.1% |
| Participation rate | 65.3% | 74.2%-8.8pp | 76.6%-11.3pp | 69.0%-3.6pp |
| Annual return | 5.39% | 10.00%-4.6pp | 17.74%-12.3pp | 169.23%-163.8pp |
| Employer contribution / active EE | $762 | $1,600-52.4% | $2,370-67.9% | $1,963-61.2% |
| Participant deferral / active EE | $2,227 | $2,973-25.1% | $3,550-37.3% | $3,054-27.1% |
| Admin fee / account holder | $306 | $419-26.9% | $5,586-94.5% | $504-39.2% |