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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,853 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $13,186 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $12,007 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,503 | $55,446+209.3% | $155,574+10.2% | $74,429+130.4% |
| Participation rate | 92.0% | 61.9%+30.1pp | 78.2%+13.8pp | 67.2%+24.8pp |
| Annual return | 14.37% | 269.20%-254.8pp | 64.87%-50.5pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $8,910 | $2,266+293.2% | $4,676+90.6% | $2,625+239.5% |
| Participant deferral / active EE | $7,064 | $2,836+149.1% | $5,629+25.5% | $4,348+62.4% |
| Admin fee / account holder | $331 | $1,743-81.0% | $15,914-97.9% | $1,944-83.0% |