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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $56,907 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $17,581 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,646 | $111,878-52.9% | $93,727-43.8% | $145,897-63.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 10.31% | 204.28%-194.0pp | 133.83%-123.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $7,125 | $3,092+130.4% | $2,421+194.3% | $4,663+52.8% |
| Participant deferral / active EE | $27,454 | $4,920+457.9% | $4,417+521.5% | $6,689+310.4% |
| Admin fee / account holder | $573 | $10,256-94.4% | $8,292-93.1% | $13,390-95.7% |