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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 5802533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $29,627 |
Filed as: JP MORGAN INVEST HOLDINGS, LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $22,037 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,410 | $88,360-2.2% | $145,433-40.6% | $67,986+27.1% |
| Participation rate | 81.2% | 65.5%+15.7pp | 82.1%-0.9pp | 57.2%+24.0pp |
| Annual return | 17.83% | 63.15%-45.3pp | 66.58%-48.7pp | 31.67%-13.8pp |
| Employer contribution / active EE | $3,616 | $3,054+18.4% | $4,554-20.6% | $2,019+79.1% |
| Participant deferral / active EE | $8,954 | $5,932+50.9% | $7,897+13.4% | $3,358+166.7% |
| Admin fee / account holder | $442 | $3,313-86.7% | $13,129-96.6% | $3,203-86.2% |