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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $76,047 |
LPL FINANCIAL7+ years Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 04-3046611 | Consulting | $42,484 |
JANOVER LLC6 years Service code 10 · EIN 11-3258497 | Accounting | $12,500 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,162 | $87,125-27.5% | $108,410-41.7% | $86,813-27.2% |
| Participation rate | 99.3% | 80.5%+18.8pp | 80.1%+19.2pp | 72.3%+27.0pp |
| Annual return | 10.40% | 25.21%-14.8pp | 905.34%-894.9pp | 97.93%-87.5pp |
| Employer contribution / active EE | $493 | $2,477-80.1% | $3,558-86.1% | $2,406-79.5% |
| Participant deferral / active EE | $4,076 | $6,944-41.3% | $6,562-37.9% | $4,131-1.3% |
| Admin fee / account holder | $370 | $130+184.3% | $7,296-94.9% | $170+118.3% |