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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $45,411 |
CORRIGAN KRAUSE4 years Service code 13 · EIN 37-1574855 191 AMERICAN BLVD · WESTLAKE, OH 44145 | Contract Administrator | $12,000 |
AMERICAN REALTY ADVISORS5 years Filed as: FIRST AMERICAN BANK Service code 13 · EIN 36-1078850 700 BUSSE ROAD · ELK GROVE VILLAGE, IL 60007 | Contract Administrator | $8,376 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $464,726 | $101,591+357.5% | $147,096+215.9% | $74,429+524.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.77% | 8746.45%-8730.7pp | 419.75%-404.0pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $8,515 | $3,813+123.3% | $4,936+72.5% | $2,625+224.4% |
| Participant deferral / active EE | $11,312 | $7,302+54.9% | $8,071+40.2% | $4,348+160.2% |
| Admin fee / account holder | $423 | $1,750-75.8% | $13,005-96.7% | $1,944-78.2% |