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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: WADDELL & REED INC Service code 27 · EIN 43-1235675 | Advisory (Plan) | $77,239 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,525 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,571 |
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 | $212,107 | $100,801+110.4% | $149,745+41.6% | $73,412+188.9% |
| Participation rate | 93.5% | 77.7%+15.8pp | 82.5%+11.0pp | 72.2%+21.3pp |
| Annual return | 19.03% | 265.34%-246.3pp | 276.72%-257.7pp | 59.30%-40.3pp |
| Employer contribution / active EE | $4,394 | $3,312+32.7% | $4,646-5.4% | $2,234+96.7% |
| Participant deferral / active EE | $9,920 | $6,404+54.9% | $6,843+45.0% | $3,806+160.7% |
| Admin fee / account holder | $370 | $181+104.7% | $9,312-96.0% | $158+134.4% |