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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $27,760 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,157 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $12,569 |
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 | $76,510 | $73,839+3.6% | $143,788-46.8% | $68,495+11.7% |
| Participation rate | 98.9% | 66.7%+32.2pp | 80.3%+18.6pp | 67.9%+31.0pp |
| Annual return | -16.76% | 1.01%-17.8pp | -0.03%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $6,682 | $3,184+109.9% | $4,952+34.9% | $2,596+157.3% |
| Participant deferral / active EE | $6,725 | $3,384+98.7% | $5,638+19.3% | $4,028+67.0% |
| Admin fee / account holder | $333 | $5,755-94.2% | $14,675-97.7% | $5,403-93.8% |