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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,115 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $2,731 |
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 | $48,805 | $86,655-43.7% | $119,622-59.2% | $66,938-27.1% |
| Participation rate | 92.6% | 75.6%+17.0pp | 79.3%+13.3pp | 69.8%+22.8pp |
| Annual return | -17.04% | -8.00%-9.0pp | -14.98%-2.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,309 | $2,536-48.4% | $4,232-69.1% | $2,545-48.6% |
| Participant deferral / active EE | $4,495 | $4,358+3.1% | $5,601-19.7% | $4,238+6.0% |
| Admin fee / account holder | $325 | $755-56.9% | $10,328-96.8% | $594-45.2% |