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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $49,107 |
LPL FINANCIAL4+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,808 |
AMERICAN FUNDS2 years Service code 52 · EIN 22-1557722 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 36-2692100 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
FMI FUNDS2 years Service code 52 · EIN 39-1393970 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 51-0071687 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,466 | $66,302+99.8% | $110,243+20.2% | $56,287+135.3% |
| Participation rate | 71.2% | 74.9%-3.7pp | 79.8%-8.6pp | 69.9%+1.4pp |
| Annual return | -2.40% | -1.18%-1.2pp | 314.76%-317.2pp | -9.96%+7.6pp |
| Employer contribution / active EE | $1,185 | $2,047-42.1% | $3,827-69.0% | $2,111-43.9% |
| Participant deferral / active EE | $3,781 | $3,381+11.8% | $4,672-19.1% | $3,350+12.9% |
| Admin fee / account holder | $307 | $698-56.1% | $8,548-96.4% | $521-41.1% |