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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,365 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,097 |
LPL FINANCIAL2 years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $4,962 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,299 | $94,529-25.6% | $140,019-49.8% | $64,173+9.5% |
| Participation rate | 77.5% | 84.1%-6.6pp | 87.5%-10.0pp | 69.6%+8.0pp |
| Annual return | -5.97% | 7.77%-13.7pp | 651.15%-657.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,879 | $3,812-24.5% | $5,605-48.6% | $2,381+20.9% |
| Participant deferral / active EE | $6,999 | $5,250+33.3% | $6,927+1.0% | $3,470+101.7% |
| Admin fee / account holder | $551 | $6,741-91.8% | $10,705-94.9% | $4,887-88.7% |