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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Service code 27 · EIN 95-2834236 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $29,374 |
TAG RESOURCES, LLC5 years Service code 15 · EIN 62-1874769 | Recordkeeping | $18,011 |
Filed as: TORILLO & ASSOCIATES LLC Service code 10 · EIN 83-0414789 | Accounting | $14,940 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,038 |
Participant 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,909 | $64,138-1.9% | $112,258-44.0% | $66,930-6.0% |
| Participation rate | 77.9% | 68.5%+9.4pp | 75.1%+2.8pp | 69.8%+8.1pp |
| Annual return | -16.12% | -13.81%-2.3pp | 27.47%-43.6pp | 1.57%-17.7pp |
| Employer contribution / active EE | $8,612 | $3,006+186.5% | $3,636+136.9% | $2,545+238.4% |
| Participant deferral / active EE | $1,348 | $3,694-63.5% | $4,728-71.5% | $4,238-68.2% |
| Admin fee / account holder | $486 | $625-22.3% | $6,411-92.4% | $593-18.1% |