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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LION STREET FINANCIAL, LLC Service code 28 515 CONGRESS AVE · AUSTIN, TX 78701 | Investment Management | $38,056 |
ASCENSUS LLC2 years Service code 13 · EIN 11-3665754 | Contract Administrator | $5,604 |
DEFINITI LLC3 years Service code 15 2201 TIMBERLOCH PLACE STE 150 · THE WOODLANDS, TX 77380 | Recordkeeping | $3,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,871 | $60,305+75.6% | $81,780+29.5% | $74,400+42.3% |
| Participation rate | 39.2% | 62.9%-23.7pp | 72.4%-33.2pp | 67.2%-28.0pp |
| Annual return | 14.10% | 16.89%-2.8pp | 776.27%-762.2pp | 1367.51%-1353.4pp |
| Employer contribution / active EE | $2,747 | $2,623+4.7% | $2,914-5.7% | $2,624+4.7% |
| Participant deferral / active EE | $3,428 | $3,390+1.1% | $4,321-20.7% | $4,348-21.2% |
| Admin fee / account holder | $310 | $1,484-79.1% | $7,384-95.8% | $1,944-84.0% |