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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $47,558 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,434 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,559 | $30,423+7.0% | $56,025-41.9% | $74,478-56.3% |
| Participation rate | 89.2% | 32.9%+56.4pp | 52.5%+36.7pp | 67.2%+22.0pp |
| Annual return | 12.79% | 24.97%-12.2pp | 1712.69%-1699.9pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $675 | $610+10.7% | $1,042-35.2% | $2,626-74.3% |
| Participant deferral / active EE | $3,904 | $1,176+231.9% | $1,955+99.7% | $4,350-10.3% |
| Admin fee / account holder | $309 | $2,363-86.9% | $2,828-89.1% | $1,946-84.1% |