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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7+ years Service code 53 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $16,000 |
DYATCH LLC7+ years Service code 15 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Recordkeeping | $2,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,126 | $59,220+50.5% | $96,570-7.7% | $79,391+12.3% |
| Participation rate | 45.6% | 61.9%-16.3pp | 69.8%-24.2pp | 70.7%-25.1pp |
| Annual return | 13.25% | 27.08%-13.8pp | 37.79%-24.5pp | 116.88%-103.6pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,588 | $2,948-46.1% | $3,849-58.8% | $4,046-60.8% |
| Admin fee / account holder | $394 | $659-40.1% | $6,182-93.6% | $627-37.1% |