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 | $52,581+83.0% | $130,788-26.4% | $64,340+49.5% |
| Participation rate | 95.5% | 46.5%+49.0pp | 70.1%+25.4pp | 55.2%+40.3pp |
| Annual return | 10.84% | 20.39%-9.5pp | 386.44%-375.6pp | 24.14%-13.3pp |
| Employer contribution / active EE | $2,119 | $1,031+105.5% | $3,558-40.4% | $1,862+13.8% |
| Participant deferral / active EE | $8,448 | $2,200+283.9% | $4,137+104.2% | $2,980+183.5% |
| Admin fee / account holder | $521 | $4,583-88.6% | $6,673-92.2% | $3,703-85.9% |