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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $37,170 |
Filed as: SCHNEIDER DOWNS RETIREMENT Service code 99 ONE PPG PL STE 1700 · PITTSBURGH, PA 15222 | Other Fees | $11,600 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $10,696 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,583 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,862 | $28,601+305.1% | $71,702+61.6% | $66,930+73.1% |
| Participation rate | 86.9% | 56.7%+30.3pp | 62.3%+24.6pp | 69.8%+17.1pp |
| Annual return | -14.82% | -10.90%-3.9pp | 9.14%-24.0pp | 1.57%-16.4pp |
| Employer contribution / active EE | $2,024 | $1,104+83.3% | $1,704+18.8% | $2,545-20.5% |
| Participant deferral / active EE | $5,234 | $1,912+173.8% | $2,658+96.9% | $4,238+23.5% |
| Admin fee / account holder | $562 | $506+11.0% | $3,974-85.9% | $593-5.3% |