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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $26,668 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $13,502 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,675 | $64,359+73.5% | $90,161+23.9% | $70,126+59.2% |
| Participation rate | 92.4% | 70.4%+22.0pp | 76.9%+15.5pp | 69.5%+22.9pp |
| Annual return | 17.43% | 28.13%-10.7pp | 34.89%-17.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,867 | $4,389-11.9% | $5,287-26.9% | $3,332+16.1% |
| Admin fee / account holder | $358 | $3,945-90.9% | $5,943-94.0% | $4,645-92.3% |