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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $64,817 |
LPL FINANCIAL8+ years Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 04-3046611 | Consulting | $34,760 |
JANOVER LLC7 years Service code 10 · EIN 11-3258497 | Accounting | $12,500 |
NATIONAL FINANCIAL SERVICES8+ 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,824 | $64,612-15.1% | $86,438-36.6% | $64,819-15.4% |
| Participation rate | 98.5% | 81.5%+17.1pp | 80.3%+18.2pp | 71.5%+27.1pp |
| Annual return | -13.83% | 0.66%-14.5pp | 4397.19%-4411.0pp | 32.84%-46.7pp |
| Employer contribution / active EE | $564 | $2,744-79.4% | $3,769-85.0% | $2,507-77.5% |
| Participant deferral / active EE | $4,317 | $7,497-42.4% | $6,952-37.9% | $4,311+0.1% |
| Admin fee / account holder | $340 | $169+100.9% | $6,733-95.0% | $188+80.8% |