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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC- RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $52,385 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $454 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,299 | $83,369+262.6% | $105,223+187.3% | $67,986+344.6% |
| Participation rate | 70.8% | 56.3%+14.5pp | 75.0%-4.2pp | 57.2%+13.6pp |
| Annual return | 17.02% | 24.64%-7.6pp | 180.65%-163.6pp | 31.67%-14.6pp |
| Employer contribution / active EE | $3,485 | $2,541+37.2% | $3,689-5.5% | $2,019+72.6% |
| Participant deferral / active EE | $7,368 | $3,295+123.6% | $5,072+45.3% | $3,358+119.4% |
| Admin fee / account holder | $818 | $4,073-79.9% | $8,859-90.8% | $3,203-74.5% |