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 | $58,408+64.7% | $180,320-46.7% | $69,733+38.0% |
| Participation rate | 95.5% | 54.2%+41.3pp | 71.5%+24.0pp | 62.5%+33.1pp |
| Annual return | 10.84% | 15.02%-4.2pp | 778.54%-767.7pp | 15.22%-4.4pp |
| Employer contribution / active EE | $2,119 | $1,159+82.8% | $4,108-48.4% | $2,250-5.8% |
| Participant deferral / active EE | $8,448 | $2,723+210.3% | $4,304+96.3% | $3,054+176.6% |
| Admin fee / account holder | $521 | $4,205-87.6% | $10,000-94.8% | $3,102-83.2% |