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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 | $101,653+86.0% | $147,080+28.5% | $74,459+153.9% |
| Participation rate | 97.0% | 75.6%+21.5pp | 82.2%+14.9pp | 67.2%+29.8pp |
| Annual return | 11.18% | 8754.98%-8743.8pp | 420.17%-409.0pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $2,543 | $3,813-33.3% | $4,933-48.4% | $2,626-3.1% |
| Participant deferral / active EE | $11,487 | $7,304+57.3% | $8,066+42.4% | $4,350+164.1% |
| Admin fee / account holder | $471 | $1,752-73.1% | $12,989-96.4% | $1,945-75.8% |