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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $72,595 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $25,925 |
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 | $78,951 | $64,705+22.0% | $62,929+25.5% | $67,986+16.1% |
| Participation rate | 98.6% | 65.6%+33.0pp | 73.1%+25.5pp | 57.2%+41.4pp |
| Annual return | 16.90% | 20.31%-3.4pp | 1063.93%-1047.0pp | 31.67%-14.8pp |
| Employer contribution / active EE | $3,635 | $2,376+53.0% | $2,505+45.1% | $2,019+80.1% |
| Participant deferral / active EE | $8,544 | $3,198+167.2% | $3,888+119.7% | $3,358+154.4% |
| Admin fee / account holder | $407 | $1,428-71.5% | $5,065-92.0% | $3,203-87.3% |