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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,076 |
ASCENSUS LLC9 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,706 |
Service code 37 · EIN 77-0586222 | Loan Processing | $3,525 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,799 | $87,465+26.7% | $122,979-9.9% | $65,306+69.7% |
| Participation rate | 65.3% | 66.0%-0.7pp | 77.2%-11.9pp | 57.7%+7.6pp |
| Annual return | 11.79% | 19.76%-8.0pp | 20.12%-8.3pp | 21.94%-10.1pp |
| Employer contribution / active EE | $1,677 | $2,156-22.2% | $3,062-45.2% | $1,967-14.7% |
| Participant deferral / active EE | $3,085 | $3,705-16.7% | $5,003-38.3% | $2,959+4.2% |
| Admin fee / account holder | $385 | $5,100-92.5% | $12,864-97.0% | $3,480-88.9% |