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 | $25,482 |
LPL FINANCIAL4 years Service code 26 645 WASHINGTON AVE · JERMYN, PA 18433 | Advisory (Participants) | $23,962 |
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 | $36,851 | $47,180-21.9% | $149,723-75.4% | $74,473-50.5% |
| Participation rate | 41.6% | 63.4%-21.8pp | 78.8%-37.2pp | 70.7%-29.1pp |
| Annual return | 26.26% | 22.75%+3.5pp | 134.50%-108.2pp | 34.36%-8.1pp |
| Employer contribution / active EE | $524 | $1,907-72.5% | $4,821-89.1% | $2,638-80.1% |
| Participant deferral / active EE | $2,467 | $2,730-9.6% | $5,682-56.6% | $4,530-45.5% |
| Admin fee / account holder | $319 | $343-7.0% | $13,215-97.6% | $347-8.1% |