Filed March 31, 2023
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 26 · EIN 04-3046611 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Advisory (Participants) | $38,548 |
NWPS3 years Service code 15 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $27,835 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,037 | $87,870+57.1% | $113,168+22.0% | $74,304+85.8% |
| Participation rate | 97.7% | 70.7%+26.9pp | 76.6%+21.1pp | 60.3%+37.3pp |
| Annual return | 16.49% | 26.44%-9.9pp | 24.27%-7.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $4,063 | $2,277+78.4% | $2,975+36.6% | $2,241+81.3% |
| Participant deferral / active EE | $5,675 | $4,241+33.8% | $5,107+11.1% | $3,767+50.6% |
| Admin fee / account holder | $426 | $3,368-87.4% | $12,068-96.5% | $2,969-85.7% |