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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 | $79,867+38.7% | $120,344-7.9% | $64,340+72.2% |
| Participation rate | 65.3% | 63.0%+2.3pp | 76.7%-11.4pp | 55.2%+10.0pp |
| Annual return | 11.79% | 21.10%-9.3pp | 20.30%-8.5pp | 24.14%-12.4pp |
| Employer contribution / active EE | $1,677 | $1,925-12.8% | $3,020-44.5% | $1,862-9.9% |
| Participant deferral / active EE | $3,085 | $3,593-14.1% | $5,135-39.9% | $2,980+3.5% |
| Admin fee / account holder | $385 | $5,039-92.4% | $12,742-97.0% | $3,703-89.6% |