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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $77,846 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $25,829 |
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 | $104,351 | $61,660+69.2% | $80,022+30.4% | $64,181+62.6% |
| Participation rate | 96.9% | 71.7%+25.2pp | 75.8%+21.1pp | 69.6%+27.4pp |
| Annual return | -6.97% | -0.33%-6.6pp | 11.22%-18.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $14,281 | $1,810+688.8% | $2,468+478.6% | $2,381+499.9% |
| Participant deferral / active EE | $14,437 | $2,968+386.5% | $3,686+291.7% | $3,470+316.1% |
| Admin fee / account holder | $623 | $5,417-88.5% | $6,521-90.4% | $4,887-87.3% |