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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $42,611 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,232 |
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 | $109,454 | $91,439+19.7% | $135,974-19.5% | $71,511+53.1% |
| Participation rate | 97.6% | 75.7%+21.9pp | 81.9%+15.6pp | 67.9%+29.6pp |
| Annual return | 21.82% | 29.90%-8.1pp | 68.30%-46.5pp | 28.86%-7.0pp |
| Employer contribution / active EE | $4,734 | $3,705+27.8% | $4,859-2.6% | $2,589+82.9% |
| Participant deferral / active EE | $11,004 | $7,093+55.1% | $7,760+41.8% | $4,291+156.5% |
| Admin fee / account holder | $380 | $1,267-70.0% | $10,767-96.5% | $1,588-76.1% |