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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: WADDELL&REED INC Service code 27 · EIN 43-1235675 | Advisory (Plan) | $82,466 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,095 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,481 |
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 | $170,244 | $88,122+93.2% | $141,197+20.6% | $67,582+151.9% |
| Participation rate | 93.7% | 76.5%+17.2pp | 82.5%+11.2pp | 71.3%+22.4pp |
| Annual return | 21.89% | 75.40%-53.5pp | 71.41%-49.5pp | 378.57%-356.7pp |
| Employer contribution / active EE | $4,167 | $3,224+29.2% | $4,736-12.0% | $2,148+94.0% |
| Participant deferral / active EE | $8,972 | $5,958+50.6% | $6,710+33.7% | $3,539+153.5% |
| Admin fee / account holder | $401 | $131+206.3% | $10,265-96.1% | $142+181.8% |