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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $77,420 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $21,024 |
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 | $107,639 | $63,314+70.0% | $91,004+18.3% | $62,293+72.8% |
| Participation rate | 95.5% | 73.3%+22.2pp | 75.6%+19.9pp | 69.5%+26.0pp |
| Annual return | 22.73% | 21.00%+1.7pp | 4.60%+18.1pp | 28.90%-6.2pp |
| Employer contribution / active EE | $13,740 | $1,807+660.2% | $2,456+459.5% | $2,042+572.8% |
| Participant deferral / active EE | $14,654 | $2,944+397.9% | $3,548+313.1% | $3,169+362.4% |
| Admin fee / account holder | $573 | $468+22.6% | $5,417-89.4% | $479+19.6% |