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 | $53,849 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $19,259 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $9,352 |
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).
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 | $60,169 | $46,722+28.8% | $130,648-53.9% | $65,185-7.7% |
| Participation rate | 98.3% | 60.9%+37.3pp | 71.7%+26.5pp | 70.2%+28.1pp |
| Annual return | 5.95% | 24.17%-18.2pp | 1708.96%-1703.0pp | 29.38%-23.4pp |
| Employer contribution / active EE | $1,489 | $1,488+0.1% | $4,092-63.6% | $2,177-31.6% |
| Participant deferral / active EE | $5,656 | $2,545+122.2% | $3,603+57.0% | $3,514+61.0% |
| Admin fee / account holder | $354 | $453-21.8% | $5,464-93.5% | $847-58.2% |