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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,068 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $3,360 |
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 | $58,185 | $83,045-29.9% | $130,045-55.3% | $71,511-18.6% |
| Participation rate | 95.5% | 74.1%+21.4pp | 78.5%+17.0pp | 67.9%+27.6pp |
| Annual return | 17.53% | 20.61%-3.1pp | -137.30%+154.8pp | 28.86%-11.3pp |
| Employer contribution / active EE | $1,379 | $2,623-47.4% | $4,321-68.1% | $2,589-46.8% |
| Participant deferral / active EE | $4,906 | $4,436+10.6% | $5,820-15.7% | $4,291+14.3% |
| Admin fee / account holder | $338 | $1,727-80.4% | $10,600-96.8% | $1,588-78.7% |