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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $46,703 |
ABIP PC1+ years Filed as: ABIP CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 76-0689865 | Accounting | $25,944 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $17,357 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,094 | $56,200-57.1% | $67,653-64.4% | $59,633-59.6% |
| Participation rate | 69.7% | 71.5%-1.8pp | 75.7%-6.0pp | 68.7%+1.0pp |
| Annual return | 0.05% | 18506.71%-18506.7pp | 6625.22%-6625.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $4,286 | $1,615+165.5% | $2,266+89.2% | $2,203+94.6% |
| Participant deferral / active EE | $7,349 | $2,843+158.5% | $3,560+106.5% | $3,192+130.3% |
| Admin fee / account holder | $385 | $3,959-90.3% | $4,821-92.0% | $4,297-91.0% |