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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $23,072 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,323 |
Filed as: ERISA FIDUCIARY SERVICES, INC Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY STE 10 · HAUPPAUGE, NY 11788 | Contract Administrator | $7,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,294 | $76,112-16.8% | $96,534-34.4% | $71,511-11.5% |
| Participation rate | 72.6% | 74.4%-1.8pp | 76.0%-3.4pp | 67.9%+4.7pp |
| Annual return | 12.27% | 22.81%-10.5pp | 25.88%-13.6pp | 28.86%-16.6pp |
| Employer contribution / active EE | $880 | $2,248-60.8% | $2,965-70.3% | $2,589-66.0% |
| Participant deferral / active EE | $2,987 | $4,217-29.2% | $4,851-38.4% | $4,291-30.4% |
| Admin fee / account holder | $306 | $2,708-88.7% | $8,253-96.3% | $1,588-80.8% |