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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $65,085 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,135 |
Filed as: LEAFHOUSEFINANCIAL Service code 26 · EIN 26-4311657 | Advisory (Participants) | $12,014 |
RKL LLP1 year Service code 10 · EIN 23-2108173 | Accounting | $7,063 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,608 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,092 | $80,763+51.2% | $102,412+19.2% | $74,459+64.0% |
| Participation rate | 98.7% | 65.7%+33.0pp | 74.5%+24.2pp | 67.2%+31.5pp |
| Annual return | 14.50% | 27.57%-13.1pp | 24.94%-10.4pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $4,055 | $3,160+28.3% | $3,870+4.8% | $2,626+54.4% |
| Participant deferral / active EE | $8,632 | $3,862+123.5% | $5,060+70.6% | $4,350+98.5% |
| Admin fee / account holder | $390 | $2,371-83.5% | $8,388-95.3% | $1,945-79.9% |