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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,035 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,509 |
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 | $103,399 | $98,776+4.7% | $149,745-31.0% | $79,856+29.5% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | 18.79% | 27.38%-8.6pp | 276.72%-257.9pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,203 | $3,217-31.5% | $4,646-52.6% | $2,471-10.8% |
| Participant deferral / active EE | $10,251 | $5,681+80.4% | $6,843+49.8% | $3,741+174.1% |
| Admin fee / account holder | $354 | $6,053-94.1% | $9,312-96.2% | $5,306-93.3% |