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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $28,580 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,195 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $7,115 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 353 N CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $5,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,575 | $59,402+20.5% | $93,654-23.6% | $74,546-4.0% |
| Participation rate | 44.4% | 59.7%-15.2pp | 68.7%-24.3pp | 67.2%-22.8pp |
| Annual return | 10.59% | 81.86%-71.3pp | 133.34%-122.8pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,610 | $3,049-14.4% | $4,413-40.9% | $4,347-40.0% |
| Admin fee / account holder | $432 | $3,023-85.7% | $8,282-94.8% | $1,944-77.8% |