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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $24,245 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,692 |
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 | $44,468 | $59,467-25.2% | $93,727-52.6% | $74,478-40.3% |
| Participation rate | 86.8% | 59.6%+27.2pp | 68.7%+18.1pp | 67.2%+19.6pp |
| Annual return | 11.25% | 82.14%-70.9pp | 133.83%-122.6pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $877 | $1,267-30.8% | $2,421-63.8% | $2,626-66.6% |
| Participant deferral / active EE | $4,634 | $3,052+51.9% | $4,417+4.9% | $4,350+6.5% |
| Admin fee / account holder | $382 | $3,028-87.4% | $8,292-95.4% | $1,946-80.4% |