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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,199 | $53,053+81.3% | $126,539-24.0% | $74,304+29.5% |
| Participation rate | 95.5% | 48.0%+47.5pp | 69.8%+25.7pp | 60.3%+35.2pp |
| Annual return | 10.84% | 29.46%-18.6pp | 425.95%-415.1pp | 29.43%-18.6pp |
| Employer contribution / active EE | $2,119 | $1,168+81.5% | $3,674-42.3% | $2,241-5.5% |
| Participant deferral / active EE | $8,448 | $2,303+266.8% | $4,083+106.9% | $3,767+124.3% |
| Admin fee / account holder | $521 | $3,698-85.9% | $6,065-91.4% | $2,969-82.4% |