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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,095 |
STEPHENS INC6 years Service code 27 · EIN 71-0641478 | Advisory (Plan) | $15,767 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,770 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,126 |
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.)
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 | $90,907 | $86,655+4.9% | $119,622-24.0% | $66,938+35.8% |
| Participation rate | 68.4% | 75.6%-7.2pp | 79.3%-10.9pp | 69.8%-1.4pp |
| Annual return | -15.17% | -8.00%-7.2pp | -14.98%-0.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,402 | $2,536-44.7% | $4,232-66.9% | $2,545-44.9% |
| Participant deferral / active EE | $4,345 | $4,358-0.3% | $5,601-22.4% | $4,238+2.5% |
| Admin fee / account holder | $420 | $755-44.3% | $10,328-95.9% | $594-29.2% |