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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 13-2624428 | Advisory (Plan) | $45,483 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,405 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,474 | $65,555-39.8% | $86,216-54.2% | $75,173-47.5% |
| Participation rate | 42.3% | 60.5%-18.2pp | 69.0%-26.7pp | 67.2%-25.0pp |
| Annual return | 16.11% | 46.07%-30.0pp | 1169.42%-1153.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $3,801 | $1,553+144.7% | $2,382+59.6% | $2,671+42.3% |
| Participant deferral / active EE | $6,798 | $3,023+124.9% | $3,986+70.5% | $4,126+64.8% |
| Admin fee / account holder | $335 | $5,469-93.9% | $6,853-95.1% | $5,651-94.1% |