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 | $76,421 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $24,709 |
EISNERAMPER LLP1 year Service code 10 · EIN 13-1639826 | Accounting | $2,264 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,579 | $52,406+65.2% | $129,207-33.0% | $74,495+16.2% |
| Participation rate | 96.0% | 53.8%+42.2pp | 69.6%+26.4pp | 67.2%+28.8pp |
| Annual return | 13.56% | 15.66%-2.1pp | 9417.33%-9403.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,965 | $1,531+28.4% | $4,153-52.7% | $2,623-25.1% |
| Participant deferral / active EE | $8,223 | $2,794+194.3% | $4,168+97.3% | $4,346+89.2% |
| Admin fee / account holder | $483 | $2,633-81.7% | $7,715-93.7% | $1,942-75.1% |