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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $60,000 |
AMERIBEN2 years Service code 13 · EIN 82-0497661 P.O. BOX 7186 · BOISE, ID 83707 | Contract Administrator | $24,670 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $700 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,972 | $42,419+53.2% | $104,301-37.7% | $77,906-16.6% |
| Participation rate | 42.9% | 51.6%-8.7pp | 73.3%-30.4pp | 73.7%-30.8pp |
| Annual return | -16.05% | -11.16%-4.9pp | 24.61%-40.7pp | 12.16%-28.2pp |
| Employer contribution / active EE | $976 | $1,105-11.7% | $3,373-71.1% | $2,846-65.7% |
| Participant deferral / active EE | $1,862 | $1,992-6.5% | $4,626-59.8% | $4,805-61.3% |
| Admin fee / account holder | $303 | $117+158.4% | $7,340-95.9% | $133+128.6% |