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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 | Advisory (Plan) | $23,564 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $21,123 |
Filed as: MARTIN, MARTIN, RANDALL & ASSOC Service code 13 | Contract Administrator | $10,000 |
Filed as: MARTIN, MARTIN, RANDALL Service code 13 | Contract Administrator | $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.)
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 | $79,702 | $50,199+58.8% | $69,884+14.1% | $66,938+19.1% |
| Participation rate | 47.6% | 66.3%-18.7pp | 70.5%-22.9pp | 69.8%-22.2pp |
| Annual return | -12.85% | -13.85%+1.0pp | 190.81%-203.7pp | 1.58%-14.4pp |
| Employer contribution / active EE | $618 | $1,864-66.8% | $2,560-75.9% | $2,545-75.7% |
| Participant deferral / active EE | $1,785 | $3,112-42.7% | $3,848-53.6% | $4,238-57.9% |
| Admin fee / account holder | $348 | $600-42.0% | $6,266-94.4% | $594-41.4% |