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 |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $74,611 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,330 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,535 |
Filed as: LEAFHOUSE FINANCIAL Service code 26 · EIN 26-4311657 | Advisory (Participants) | $7,780 |
RKL LLP2 years Service code 10 · EIN 23-2108173 | Accounting | $5,520 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,084 | $83,369+74.0% | $105,223+37.9% | $67,986+113.4% |
| Participation rate | 97.9% | 56.3%+41.6pp | 75.0%+22.9pp | 57.2%+40.7pp |
| Annual return | 16.54% | 24.64%-8.1pp | 180.65%-164.1pp | 31.67%-15.1pp |
| Employer contribution / active EE | $3,704 | $2,541+45.8% | $3,689+0.4% | $2,019+83.5% |
| Participant deferral / active EE | $10,099 | $3,295+206.5% | $5,072+99.1% | $3,358+200.7% |
| Admin fee / account holder | $470 | $4,073-88.5% | $8,859-94.7% | $3,203-85.3% |