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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $111,654 |
LPL FINANCIAL4 years Service code 26 · EIN 95-2834236 | Advisory (Participants) | $28,366 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,930 | $89,123-1.3% | $102,460-14.2% | $77,762+13.1% |
| Participation rate | 74.6% | 80.9%-6.3pp | 76.5%-1.9pp | 70.6%+4.0pp |
| Annual return | 11.60% | 25.05%-13.5pp | 29.47%-17.9pp | 31.27%-19.7pp |
| Employer contribution / active EE | $1,388 | $2,700-48.6% | $3,025-54.1% | $2,728-49.1% |
| Participant deferral / active EE | $2,576 | $5,148-50.0% | $5,056-49.0% | $4,651-44.6% |
| Admin fee / account holder | $247 | $236+4.9% | $9,460-97.4% | $433-42.9% |