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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,558 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,793 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,562 | $98,982-26.7% | $162,171-55.3% | $65,185+11.3% |
| Participation rate | 69.7% | 85.8%-16.1pp | 87.6%-17.8pp | 70.2%-0.5pp |
| Annual return | 25.56% | 24.84%+0.7pp | 115.60%-90.0pp | 29.38%-3.8pp |
| Employer contribution / active EE | $2,436 | $3,467-29.7% | $5,613-56.6% | $2,177+11.9% |
| Participant deferral / active EE | $6,043 | $5,384+12.2% | $7,297-17.2% | $3,514+72.0% |
| Admin fee / account holder | $406 | $596-32.0% | $10,843-96.3% | $847-52.1% |