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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $66,712 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $23,825 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,142 | $69,774-2.3% | $67,575+0.8% | $74,459-8.5% |
| Participation rate | 99.3% | 71.4%+27.9pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 11.22% | -40.53%+51.8pp | 3528.98%-3517.8pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $3,396 | $2,710+25.3% | $2,736+24.1% | $2,626+29.3% |
| Participant deferral / active EE | $8,280 | $3,636+127.7% | $4,003+106.8% | $4,350+90.4% |
| Admin fee / account holder | $379 | $890-57.4% | $3,993-90.5% | $1,945-80.5% |