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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC RPCP Service code 15 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $45,351 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,862 |
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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1 | $160,040-100.0% | $147,096-100.0% | $145,877-100.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -92.68% | 98.49%-191.2pp | 419.75%-512.4pp | 551.28%-644.0pp |
| Employer contribution / active EE | $570,008 | $5,289+10676.4% | $4,936+11448.1% | $4,663+12124.2% |
| Participant deferral / active EE | $947,299 | $8,429+11138.8% | $8,071+11637.0% | $6,691+14058.8% |
| Admin fee / account holder | $64,466 | $15,050+328.3% | $13,005+395.7% | $13,402+381.0% |