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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,585 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,910 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,255 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,268 | $58,726+92.9% | $92,240+22.8% | $62,293+81.8% |
| Participation rate | 66.9% | 68.3%-1.4pp | 76.5%-9.5pp | 69.5%-2.6pp |
| Annual return | 12.72% | 43.62%-30.9pp | 176.29%-163.6pp | 28.90%-16.2pp |
| Employer contribution / active EE | $2,457 | $2,392+2.7% | $3,680-33.2% | $2,042+20.3% |
| Participant deferral / active EE | $6,269 | $2,766+126.7% | $3,897+60.9% | $3,169+97.8% |
| Admin fee / account holder | $449 | $556-19.3% | $5,194-91.4% | $479-6.3% |