Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,465 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,985 |
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 | $94,704 | $136,307-30.5% | $177,840-46.7% | $73,493+28.9% |
| Participation rate | 72.3% | 86.1%-13.8pp | 87.7%-15.4pp | 70.7%+1.6pp |
| Annual return | 17.41% | 18.68%-1.3pp | 48.32%-30.9pp | 28.51%-11.1pp |
| Employer contribution / active EE | $2,894 | $3,712-22.0% | $5,919-51.1% | $2,270+27.5% |
| Participant deferral / active EE | $6,333 | $5,829+8.7% | $7,714-17.9% | $3,740+69.3% |
| Admin fee / account holder | $500 | $596-16.1% | $12,431-96.0% | $513-2.6% |