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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL Service code 27 · EIN 95-2834236 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $41,375 |
CORRIGAN KRAUSE1 year Service code 99 · EIN 37-1574855 2055 CROCKER RD. STE. 300 · WESTLAKE, OH 44145 | Other Fees | $10,000 |
AMERICAN REALTY ADVISORS2 years Filed as: FIRST AMERICAN BANK Service code 13 · EIN 36-1078850 700 BUSSE ROAD · ELK GROVE VILLAGE, IL 60007 | Contract Administrator | $6,938 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 15 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $0 |
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 | $482,466 | $104,497+361.7% | $159,487+202.5% | $79,389+507.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 13.99% | 67.98%-54.0pp | 263.71%-249.7pp | 116.89%-102.9pp |
| Employer contribution / active EE | $8,250 | $3,418+141.4% | $4,831+70.8% | $2,428+239.8% |
| Participant deferral / active EE | $11,009 | $6,468+70.2% | $7,354+49.7% | $4,046+172.1% |
| Admin fee / account holder | $313 | $711-56.0% | $10,804-97.1% | $626-50.0% |