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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,556 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,000 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLC Service code 10 · EIN 44-0160260 | Accounting | $8,250 |
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 | $141,852 | $93,598+51.6% | $135,974+4.3% | $75,173+88.7% |
| Participation rate | 70.2% | 75.2%-5.0pp | 81.9%-11.7pp | 67.2%+3.0pp |
| Annual return | 22.12% | 30.89%-8.8pp | 68.30%-46.2pp | 160.72%-138.6pp |
| Employer contribution / active EE | $1,706 | $3,538-51.8% | $4,859-64.9% | $2,671-36.1% |
| Participant deferral / active EE | $14,899 | $6,405+132.6% | $7,760+92.0% | $4,126+261.1% |
| Admin fee / account holder | $500 | $6,978-92.8% | $10,767-95.4% | $5,651-91.1% |