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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $55,041 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $19,658 |
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 | $52,732 | $60,989-13.5% | $60,919-13.4% | $66,949-21.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -15.49% | -9.60%-5.9pp | 16.96%-32.5pp | 1.57%-17.1pp |
| Employer contribution / active EE | $2,766 | $2,661+4.0% | $2,704+2.3% | $2,545+8.7% |
| Participant deferral / active EE | $7,264 | $3,615+101.0% | $3,814+90.4% | $4,239+71.4% |
| Admin fee / account holder | $332 | $338-1.9% | $3,228-89.7% | $594-44.1% |