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 | $51,649+86.3% | $124,206-22.5% | $64,097+50.1% |
| Participation rate | 95.5% | 45.2%+50.3pp | 69.6%+25.9pp | 55.2%+40.3pp |
| Annual return | 10.84% | 19.98%-9.1pp | 515.27%-504.4pp | 34.64%-23.8pp |
| Employer contribution / active EE | $2,119 | $1,057+100.5% | $3,540-40.1% | $1,891+12.0% |
| Participant deferral / active EE | $8,448 | $2,165+290.3% | $3,968+112.9% | $3,080+174.3% |
| Admin fee / account holder | $521 | $4,237-87.7% | $5,929-91.2% | $3,454-84.9% |