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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL FBO RYAN HAGAN Service code 15 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Recordkeeping | $28,245 |
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,299 | $69,383-37.6% | $101,271-57.2% | $73,493-41.1% |
| Participation rate | 55.7% | 68.4%-12.7pp | 75.8%-20.2pp | 70.7%-15.0pp |
| Annual return | 10.70% | 18.46%-7.8pp | 46.48%-35.8pp | 28.51%-17.8pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,688 | $3,301-18.6% | $4,371-38.5% | $3,740-28.1% |
| Admin fee / account holder | $429 | $704-39.0% | $5,948-92.8% | $513-16.3% |