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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,155 |
UNITED RETIREMENT INC1 year Filed as: UNITED RETIREMENT INC. Service code 10 · EIN 25-1759623 | Accounting | $25,580 |
LPL FINANCIAL7+ years Service code 27 | Advisory (Plan) | $13,289 |
UNITED RETIREMENT INC1 year Filed as: UNITED RETIREMENT, INC. Service code 10 | Accounting | $6,918 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $6,512 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
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 | $39,140 | $105,210-62.8% | $159,487-75.5% | $85,851-54.4% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.8%+14.2pp | 69.3%+27.7pp |
| Annual return | 14.59% | 45.08%-30.5pp | 263.71%-249.1pp | 318.63%-304.0pp |
| Employer contribution / active EE | $867 | $3,319-73.9% | $4,831-82.1% | $2,565-66.2% |
| Participant deferral / active EE | $6,140 | $5,946+3.3% | $7,354-16.5% | $3,952+55.4% |
| Admin fee / account holder | $828 | $6,934-88.1% | $10,804-92.3% | $6,261-86.8% |