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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 99 · EIN 04-3046611 | Other Fees | $11,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,290 | $54,320-12.9% | $67,653-30.1% | $52,331-9.6% |
| Participation rate | 56.6% | 73.6%-17.0pp | 75.7%-19.1pp | 68.1%-11.5pp |
| Annual return | 25.36% | 6.81%+18.6pp | 6625.22%-6599.9pp | 4.54%+20.8pp |
| Employer contribution / active EE | $1,105 | $1,544-28.4% | $2,266-51.2% | $1,882-41.3% |
| Participant deferral / active EE | $2,002 | $2,950-32.2% | $3,560-43.8% | $3,022-33.8% |
| Admin fee / account holder | $1,771 | $527+236.3% | $4,821-63.3% | $592+199.3% |