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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL RPCP Service code 17 · EIN 95-2834236 | Pension Consulting | $23,974 |
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,410 |
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $10,507 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,890 |
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 | $144,774 | $70,002+106.8% | $115,038+25.8% | $52,331+176.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -0.75% | 4.04%-4.8pp | 26.14%-26.9pp | 4.54%-5.3pp |
| Employer contribution / active EE | $7,347 | $2,715+170.6% | $4,608+59.4% | $1,882+290.4% |
| Participant deferral / active EE | $8,071 | $4,920+64.1% | $6,026+33.9% | $3,022+167.1% |
| Admin fee / account holder | $627 | $566+10.7% | $8,175-92.3% | $592+5.9% |