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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 PO BOX · DES MOINES, IA 503920001 | Contract Administrator | $43,116 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 | Other Services | $19,745 |
Filed as: PENSION PROFESSIONALS, INC Service code 13 | Contract Administrator | $3,948 |
Service code 13 · EIN 33-0001862 30212 TOMAS · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $2,000 |
LPL FINANCIAL1 year Service code 49 · EIN 95-2834236 PO BOX 502308 · SAN DIEGO, CA 92150 | Other Services | $0 |
Service code 27 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $127,470 | $89,652+42.2% | $141,197-9.7% | $65,186+95.5% |
| Participation rate | 57.1% | 74.7%-17.6pp | 82.5%-25.3pp | 70.2%-13.1pp |
| Annual return | 21.95% | 32.79%-10.8pp | 71.41%-49.5pp | 29.39%-7.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,379 | $5,691-40.6% | $6,710-49.6% | $3,514-3.8% |
| Admin fee / account holder | $586 | $569+3.1% | $10,265-94.3% | $847-30.8% |