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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 26 | Advisory (Participants) | $49,921 |
CARLSON SV1 year Filed as: CARLSONSV, LLP. Service code 10 · EIN 41-1562398 | Accounting | $13,500 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $88 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,832 | $62,409+48.7% | $120,574-23.0% | $74,459+24.7% |
| Participation rate | 76.5% | 56.8%+19.7pp | 71.9%+4.6pp | 67.2%+9.3pp |
| Annual return | 12.57% | 18.62%-6.0pp | 107.42%-94.9pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $0 | $1,847-100.0% | $3,471-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,106 | $2,888+42.2% | $4,996-17.8% | $4,350-5.6% |
| Admin fee / account holder | $541 | $2,394-77.4% | $9,445-94.3% | $1,945-72.2% |