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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 | $59,456-25.2% | $93,669-52.5% | $74,429-40.3% |
| Participation rate | 86.8% | 59.6%+27.1pp | 68.7%+18.1pp | 67.2%+19.6pp |
| Annual return | 11.25% | 82.00%-70.8pp | 133.59%-122.3pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $877 | $1,266-30.7% | $2,424-63.8% | $2,625-66.6% |
| Participant deferral / active EE | $4,634 | $3,052+51.9% | $4,416+5.0% | $4,348+6.6% |
| Admin fee / account holder | $382 | $3,026-87.4% | $8,291-95.4% | $1,944-80.3% |