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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $91,474 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,152 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,285 | $72,303+85.7% | $86,698+54.9% | $64,819+107.2% |
| Participation rate | 98.9% | 80.4%+18.5pp | 76.6%+22.3pp | 71.5%+27.4pp |
| Annual return | 5.35% | 392.77%-387.4pp | 35.95%-30.6pp | 32.84%-27.5pp |
| Employer contribution / active EE | $4,528 | $2,393+89.2% | $2,837+59.6% | $2,507+80.6% |
| Participant deferral / active EE | $5,194 | $4,660+11.5% | $4,656+11.6% | $4,311+20.5% |
| Admin fee / account holder | $323 | $174+85.9% | $7,493-95.7% | $188+72.2% |