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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL Service code 27 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213901 | Advisory (Plan) | $40,062 |
CORRIGAN KRAUSE2 years Service code 13 · EIN 37-1574855 2055 CROCKER RD. STE. 300 · WESTLAKE, OH 44145 | Contract Administrator | $9,500 |
AMERICAN REALTY ADVISORS3 years Filed as: FIRST AMERICAN BANK Service code 13 · EIN 36-1078850 700 BUSSE ROAD · ELK GROVE VILLAGE, IL 60007 | Contract Administrator | $8,550 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $450 |
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 | $363,705 | $84,499+330.4% | $125,391+190.1% | $66,949+443.3% |
| Participation rate | 99.1% | 76.4%+22.6pp | 82.4%+16.7pp | 69.8%+29.2pp |
| Annual return | -17.53% | -8.49%-9.0pp | 572.41%-589.9pp | 1.57%-19.1pp |
| Employer contribution / active EE | $7,750 | $3,554+118.1% | $4,816+60.9% | $2,545+204.5% |
| Participant deferral / active EE | $11,650 | $6,785+71.7% | $7,448+56.4% | $4,239+174.8% |
| Admin fee / account holder | $404 | $685-41.0% | $10,009-96.0% | $594-32.0% |