Filed October 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,150 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $3,669 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
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 | $49,279 | $69,383-29.0% | $101,275-51.3% | $73,497-33.0% |
| Participation rate | 68.1% | 68.4%-0.3pp | 75.8%-7.7pp | 70.7%-2.6pp |
| Annual return | 14.43% | 18.46%-4.0pp | 46.48%-32.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $2,102 | $2,628-20.0% | $3,660-42.6% | $2,270-7.4% |
| Participant deferral / active EE | $4,176 | $3,301+26.5% | $4,371-4.4% | $3,740+11.7% |
| Admin fee / account holder | $332 | $704-52.8% | $5,948-94.4% | $513-35.3% |