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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,587 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,092 |
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 | $39,034 | $99,957-60.9% | $149,730-73.9% | $73,493-46.9% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 23.58% | 53.87%-30.3pp | 276.70%-253.1pp | 28.51%-4.9pp |
| Employer contribution / active EE | $1,985 | $3,191-37.8% | $4,645-57.3% | $2,270-12.6% |
| Participant deferral / active EE | $4,584 | $6,073-24.5% | $6,843-33.0% | $3,740+22.6% |
| Admin fee / account holder | $307 | $551-44.2% | $9,310-96.7% | $513-40.1% |