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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $23,849 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,212 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,476 | $91,538-9.9% | $129,995-36.6% | $75,163+9.7% |
| Participation rate | 91.6% | 71.4%+20.1pp | 78.5%+13.1pp | 67.2%+24.4pp |
| Annual return | 12.84% | -631.11%+644.0pp | -137.18%+150.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,914 | $2,845+2.4% | $4,320-32.5% | $2,670+9.1% |
| Participant deferral / active EE | $6,789 | $4,341+56.4% | $5,820+16.6% | $4,125+64.6% |
| Admin fee / account holder | $339 | $6,790-95.0% | $10,614-96.8% | $5,651-94.0% |