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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,159 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $7,824 |
NATIONAL BENEFIT SERVICES, LLC10+ years Service code 13 · EIN 20-3886993 | Contract Administrator | $3,454 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $87,676 | $101,591-13.7% | $147,096-40.4% | $74,429+17.8% |
| Participation rate | 70.1% | 75.5%-5.5pp | 82.2%-12.1pp | 67.2%+2.9pp |
| Annual return | 9.31% | 8746.45%-8737.1pp | 419.75%-410.4pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $824 | $3,813-78.4% | $4,936-83.3% | $2,625-68.6% |
| Participant deferral / active EE | $6,210 | $7,302-15.0% | $8,071-23.1% | $4,348+42.8% |
| Admin fee / account holder | $482 | $1,750-72.5% | $13,005-96.3% | $1,944-75.2% |