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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 27 · EIN 95-2834236 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $27,110 |
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $17,247 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,575 |
STCLAIR CPAS, P.C.1 year Filed as: ST CLAIR CPAS PC Service code 10 · EIN 23-2653765 | Accounting | $10,000 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,163 | $72,277-18.1% | $101,248-41.6% | $79,858-25.9% |
| Participation rate | 78.4% | 68.5%+9.9pp | 75.8%+2.5pp | 69.6%+8.7pp |
| Annual return | 7.75% | 22.30%-14.5pp | 46.47%-38.7pp | 31.71%-24.0pp |
| Employer contribution / active EE | $9,831 | $2,692+265.3% | $3,660+168.6% | $2,471+297.9% |
| Participant deferral / active EE | $1,622 | $3,282-50.6% | $4,370-62.9% | $3,740-56.6% |
| Admin fee / account holder | $414 | $4,400-90.6% | $5,945-93.0% | $5,306-92.2% |