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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $40,324 |
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $32,182 |
Service code 10 4800 ROBERTS RD · COLUMBUS, OH 43228 | Accounting | $14,250 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,065 | $101,672+86.0% | $147,117+28.5% | $74,478+153.9% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.9pp | 67.2%+29.8pp |
| Annual return | 11.18% | 8757.83%-8746.6pp | 420.54%-409.4pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $2,543 | $3,813-33.3% | $4,932-48.4% | $2,626-3.2% |
| Participant deferral / active EE | $11,487 | $7,305+57.3% | $8,065+42.4% | $4,350+164.0% |
| Admin fee / account holder | $471 | $1,753-73.1% | $12,993-96.4% | $1,946-75.8% |