Filed August 24, 2023
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $71,372 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,009 |
FIDUCIARY WISE, LLC1 year Filed as: FIDUCIARYWISE, LLC Service code 27 · EIN 81-3799174 | Advisory (Plan) | $32,500 |
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.
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 | $271,167 | $59,140+358.5% | $160,037+69.4% | $66,949+305.0% |
| Participation rate | 96.2% | 68.1%+28.0pp | 78.0%+18.2pp | 69.8%+26.3pp |
| Annual return | -21.65% | -12.25%-9.4pp | 408.95%-430.6pp | 1.57%-23.2pp |
| Employer contribution / active EE | $12,739 | $1,982+542.6% | $4,226+201.5% | $2,545+400.5% |
| Participant deferral / active EE | $12,704 | $4,399+188.8% | $6,184+105.4% | $4,239+199.7% |
| Admin fee / account holder | $563 | $591-4.8% | $8,716-93.5% | $594-5.2% |