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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,173 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,000 |
EKS&H LLLP3+ years Service code 10 · EIN 46-1497033 | Accounting | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $112,987 | $80,753+39.9% | $136,298-17.1% | $62,293+81.4% |
| Participation rate | 58.9% | 73.5%-14.6pp | 81.9%-23.0pp | 69.5%-10.6pp |
| Annual return | 20.05% | 35.83%-15.8pp | 5156.27%-5136.2pp | 28.90%-8.8pp |
| Employer contribution / active EE | $1,151 | $2,884-60.1% | $4,696-75.5% | $2,042-43.6% |
| Participant deferral / active EE | $9,012 | $5,164+74.5% | $6,247+44.3% | $3,169+184.4% |
| Admin fee / account holder | $404 | $525-23.2% | $9,244-95.6% | $479-15.8% |