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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 52-1904735 9841 BROKEN LAND PARKWAY · COLUMBIA, MD 21046 | Plan Administrator | $48,785 |
LPL FINANCIAL8+ years Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $31,789 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,055 | $86,655-8.8% | $119,609-33.9% | $66,914+18.1% |
| Participation rate | 87.9% | 75.6%+12.4pp | 79.3%+8.7pp | 69.8%+18.1pp |
| Annual return | -20.41% | -8.00%-12.4pp | -14.97%-5.4pp | 1.58%-22.0pp |
| Employer contribution / active EE | $1,064 | $2,536-58.0% | $4,232-74.9% | $2,544-58.2% |
| Participant deferral / active EE | $6,191 | $4,358+42.1% | $5,602+10.5% | $4,237+46.1% |
| Admin fee / account holder | $510 | $755-32.4% | $10,323-95.1% | $593-14.0% |