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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $54,981 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $19,633 |
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 | $65,084 | $65,582-0.8% | $64,097+1.5% | $71,529-9.0% |
| Participation rate | 90.8% | 73.2%+17.6pp | 72.3%+18.5pp | 67.9%+22.9pp |
| Annual return | 17.00% | 18.96%-2.0pp | 33.75%-16.7pp | 28.97%-12.0pp |
| Employer contribution / active EE | $2,522 | $2,671-5.6% | $2,750-8.3% | $2,590-2.6% |
| Participant deferral / active EE | $7,015 | $3,628+93.4% | $3,881+80.7% | $4,291+63.5% |
| Admin fee / account holder | $323 | $616-47.6% | $3,070-89.5% | $1,588-79.7% |