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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $47,337 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRVCS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $4,930 |
WILLIAMS KEEPERS LLC4 years Filed as: WILLIAMS-KEEPERS LLC Service code 13 · EIN 43-1126847 2005 W BROADWAY · COLUMBIA, MO 65203 | Contract Administrator | $1,800 |
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 | $166,541 | $45,900+262.8% | $94,057+77.1% | $64,340+158.8% |
| Participation rate | 98.6% | 50.6%+48.0pp | 73.3%+25.3pp | 55.2%+43.4pp |
| Annual return | 20.05% | 50.47%-30.4pp | 480.62%-460.6pp | 24.14%-4.1pp |
| Employer contribution / active EE | $4,836 | $1,612+200.0% | $2,933+64.9% | $1,862+159.8% |
| Participant deferral / active EE | $4,640 | $2,102+120.7% | $4,709-1.5% | $2,980+55.7% |
| Admin fee / account holder | $311 | $3,143-90.1% | $7,244-95.7% | $3,703-91.6% |