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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $145,621 |
COLUMBIA BENEFITS CONSULTANTS, INC.10+ years Filed as: COLUMBIA BENEFITS CONSULTANTS, INC Service code 13 · EIN 52-1904735 9841 BROKEN LAND PARKWAY, SUITE 120 · COLUMBIA, MD 21046 | Contract Administrator | $11,183 |
LPL FINANCIAL10+ years Service code 27 · EIN 95-2834236 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 921211968 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,682 | $112,582-43.4% | $105,624-39.7% | $200,096-68.2% |
| Participation rate | 29.0% | 86.3%-57.3pp | 75.3%-46.3pp | 72.0%-43.0pp |
| Annual return | 34.66% | 15.58%+19.1pp | 116.20%-81.5pp | 34.26%+0.4pp |
| Employer contribution / active EE | $748 | $4,580-83.7% | $3,168-76.4% | $3,038-75.4% |
| Participant deferral / active EE | $1,555 | $6,655-76.6% | $5,013-69.0% | $5,090-69.5% |
| Admin fee / account holder | $424 | $107+296.2% | $10,961-96.1% | $269+57.4% |