Filed April 28, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVC Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · NEW YORK, NY 135026374 | Recordkeeping | $30,692 |
LPL FINANCIAL5 years Service code 26 645 WASHINGTON AVE · JERMYN, PA 18433 | Advisory (Participants) | $30,247 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,192 | $50,919-23.0% | $155,556-74.8% | $77,762-49.6% |
| Participation rate | 39.8% | 63.1%-23.3pp | 78.2%-38.5pp | 70.6%-30.8pp |
| Annual return | 11.77% | 34.84%-23.1pp | 64.84%-53.1pp | 31.27%-19.5pp |
| Employer contribution / active EE | $476 | $1,991-76.1% | $4,675-89.8% | $2,728-82.5% |
| Participant deferral / active EE | $2,628 | $2,824-7.0% | $5,631-53.3% | $4,651-43.5% |
| Admin fee / account holder | $374 | $437-14.4% | $15,885-97.6% | $433-13.6% |