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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: WADDELL AND REED INC. Service code 27 · EIN 43-1235675 | Advisory (Plan) | $59,807 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,597 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,712 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $137,754 | $155,795-11.6% | $136,298+1.1% | $69,631+97.8% |
| Participation rate | 95.4% | 75.2%+20.1pp | 81.9%+13.5pp | 70.7%+24.7pp |
| Annual return | 16.51% | 232464.33%-232447.8pp | 5156.27%-5139.8pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $3,893 | $2,991+30.2% | $4,696-17.1% | $2,032+91.6% |
| Participant deferral / active EE | $8,007 | $5,394+48.5% | $6,247+28.2% | $3,224+148.4% |
| Admin fee / account holder | $329 | $128+156.6% | $9,244-96.4% | $110+197.9% |