Filed May 25, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,575 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $28,162 |
EISNERAMPER LLP7 years Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $13,480 |
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.
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 | $96,199 | $51,736+85.9% | $120,225-20.0% | $67,986+41.5% |
| Participation rate | 95.5% | 46.1%+49.4pp | 69.6%+25.9pp | 57.2%+38.3pp |
| Annual return | 10.84% | 31.98%-21.1pp | 439.23%-428.4pp | 31.67%-20.8pp |
| Employer contribution / active EE | $2,119 | $1,071+97.8% | $3,475-39.0% | $2,019+5.0% |
| Participant deferral / active EE | $8,448 | $2,206+283.0% | $3,999+111.3% | $3,358+151.6% |
| Admin fee / account holder | $521 | $4,159-87.5% | $5,696-90.8% | $3,203-83.7% |