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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,760 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,221 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,886 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,967 | $48,432+77.5% | $121,204-29.1% | $71,511+20.2% |
| Participation rate | 70.6% | 54.3%+16.3pp | 69.5%+1.1pp | 67.9%+2.7pp |
| Annual return | 11.04% | 23.28%-12.2pp | 987.18%-976.1pp | 28.86%-17.8pp |
| Employer contribution / active EE | $3,439 | $1,493+130.3% | $4,170-17.5% | $2,589+32.8% |
| Participant deferral / active EE | $6,470 | $2,756+134.7% | $4,083+58.5% | $4,291+50.8% |
| Admin fee / account holder | $324 | $1,845-82.4% | $5,651-94.3% | $1,588-79.6% |