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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $76,737 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $48,662 |
Filed as: MATTHEWS, GOLD, KENNEDY & SNOW INC Service code 13 · EIN 86-1001235 | Contract Administrator | $8,446 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,355 | $58,911-2.6% | $129,384-55.7% | $77,736-26.2% |
| Participation rate | 50.5% | 59.4%-8.9pp | 69.6%-19.2pp | 70.6%-20.1pp |
| Annual return | 11.90% | 24.75%-12.8pp | 9461.77%-9449.9pp | 31.26%-19.4pp |
| Employer contribution / active EE | $1,168 | $1,955-40.2% | $4,153-71.9% | $2,728-57.2% |
| Participant deferral / active EE | $1,656 | $3,220-48.6% | $4,166-60.3% | $4,651-64.4% |
| Admin fee / account holder | $336 | $592-43.2% | $7,686-95.6% | $433-22.5% |