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 | $66,998 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $21,386 |
EISNERAMPER LLP5 years Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $15,045 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,710 | $48,432+54.3% | $121,204-38.4% | $71,511+4.5% |
| Participation rate | 95.7% | 54.3%+41.4pp | 69.5%+26.2pp | 67.9%+27.8pp |
| Annual return | 9.73% | 23.28%-13.6pp | 987.18%-977.5pp | 28.86%-19.1pp |
| Employer contribution / active EE | $1,843 | $1,493+23.5% | $4,170-55.8% | $2,589-28.8% |
| Participant deferral / active EE | $7,047 | $2,756+155.7% | $4,083+72.6% | $4,291+64.2% |
| Admin fee / account holder | $424 | $1,845-77.0% | $5,651-92.5% | $1,588-73.3% |