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 | $14,072 |
LPL FINANCIAL1 year Service code 26 645 WASHINGTON AVE · JERMYN, PA 18433 | Advisory (Participants) | $12,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,141 | $58,895-50.5% | $178,503-83.7% | $73,497-60.4% |
| Participation rate | 36.0% | 66.2%-30.2pp | 81.9%-45.9pp | 70.7%-34.7pp |
| Annual return | 14.35% | 24.86%-10.5pp | 151.12%-136.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $382 | $2,236-82.9% | $5,011-92.4% | $2,270-83.2% |
| Participant deferral / active EE | $1,600 | $2,567-37.7% | $5,202-69.3% | $3,740-57.2% |
| Admin fee / account holder | $254 | $400-36.5% | $13,987-98.2% | $513-50.4% |