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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,100 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,332 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,396 | $82,979-16.4% | $102,412-32.2% | $77,736-10.7% |
| Participation rate | 39.7% | 71.5%-31.9pp | 74.5%-34.8pp | 70.6%-30.9pp |
| Annual return | 9.95% | 19.11%-9.2pp | 24.94%-15.0pp | 31.26%-21.3pp |
| Employer contribution / active EE | $1,004 | $3,554-71.8% | $3,870-74.1% | $2,728-63.2% |
| Participant deferral / active EE | $2,553 | $4,109-37.9% | $5,060-49.5% | $4,651-45.1% |
| Admin fee / account holder | $304 | $639-52.4% | $8,388-96.4% | $433-29.8% |