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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,821 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $4,952 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,014 | $93,182-35.6% | $146,685-59.1% | $79,393-24.4% |
| Participation rate | 86.6% | 76.4%+10.2pp | 80.1%+6.5pp | 70.7%+15.9pp |
| Annual return | 13.46% | 21.61%-8.2pp | 22.75%-9.3pp | 116.87%-103.4pp |
| Employer contribution / active EE | $1,180 | $2,420-51.2% | $4,137-71.5% | $2,428-51.4% |
| Participant deferral / active EE | $4,025 | $4,169-3.5% | $5,507-26.9% | $4,046-0.5% |
| Admin fee / account holder | $367 | $585-37.3% | $10,281-96.4% | $627-41.4% |