Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,617 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,735 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,313 | $79,223-4.9% | $102,460-26.5% | $74,478+1.1% |
| Participation rate | 89.7% | 74.8%+14.9pp | 76.5%+13.1pp | 67.2%+22.4pp |
| Annual return | 9.59% | 54.98%-45.4pp | 29.47%-19.9pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $836 | $2,363-64.6% | $3,025-72.4% | $2,626-68.2% |
| Participant deferral / active EE | $5,423 | $4,417+22.8% | $5,056+7.3% | $4,350+24.7% |
| Admin fee / account holder | $485 | $2,003-75.8% | $9,460-94.9% | $1,946-75.1% |