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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $53,473 |
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,595 |
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 | $230,185 | $104,497+120.3% | $159,487+44.3% | $79,389+189.9% |
| Participation rate | 93.5% | 76.6%+16.9pp | 82.8%+10.7pp | 70.7%+22.8pp |
| Annual return | 11.53% | 67.98%-56.4pp | 263.71%-252.2pp | 116.89%-105.4pp |
| Employer contribution / active EE | $1,606 | $3,418-53.0% | $4,831-66.7% | $2,428-33.8% |
| Participant deferral / active EE | $10,282 | $6,468+59.0% | $7,354+39.8% | $4,046+154.1% |
| Admin fee / account holder | $326 | $711-54.2% | $10,804-97.0% | $626-48.0% |