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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $116,854 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $55,181 |
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 | $144,539 | $78,529+84.1% | $105,591+36.9% | $74,400+94.3% |
| Participation rate | 87.8% | 72.8%+15.0pp | 75.3%+12.5pp | 67.2%+20.6pp |
| Annual return | 15.18% | 15.94%-0.8pp | 116.43%-101.2pp | 1367.51%-1352.3pp |
| Employer contribution / active EE | $7,160 | $2,522+183.9% | $3,166+126.1% | $2,624+172.8% |
| Participant deferral / active EE | $15,160 | $4,321+250.8% | $5,008+202.7% | $4,348+248.7% |
| Admin fee / account holder | $522 | $2,216-76.5% | $11,024-95.3% | $1,944-73.2% |