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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $82,272 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $63,738 |
Filed as: KRUGGEL LAWTON CPA Service code 10 · EIN 35-1307701 | Accounting | $8,500 |
Service code 49 · EIN 36-3533281 | Other Services | $5,088 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $105,935 | $81,474+30.0% | $133,959-20.9% | $73,493+44.1% |
| Participation rate | 97.3% | 76.4%+21.0pp | 79.8%+17.5pp | 70.7%+26.6pp |
| Annual return | 16.93% | 19.40%-2.5pp | 45.09%-28.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $2,978 | $2,209+34.8% | $3,919-24.0% | $2,270+31.2% |
| Participant deferral / active EE | $4,314 | $3,786+13.9% | $5,047-14.5% | $3,740+15.4% |
| Admin fee / account holder | $732 | $713+2.7% | $8,928-91.8% | $513+42.7% |