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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $20,761 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,570 |
Filed as: JIM HALLINAN PENSION CONSULTING, LL Service code 13 · EIN 51-0523358 77 SOUTH MAIN STREET · WEST HARTFORD, CT 061072404 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,807 | $55,122-11.5% | $104,625-53.4% | $73,493-33.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 74.1%+25.9pp | 70.7%+29.3pp |
| Annual return | 22.94% | 24.77%-1.8pp | 340.60%-317.7pp | 28.51%-5.6pp |
| Employer contribution / active EE | $3,131 | $1,464+113.8% | $2,681+16.8% | $2,270+37.9% |
| Participant deferral / active EE | $6,127 | $2,919+109.9% | $3,738+63.9% | $3,740+63.8% |
| Admin fee / account holder | $374 | $423-11.4% | $6,465-94.2% | $513-27.0% |