Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 522533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $38,032 |
STEPHEN HORN INSURANCE SERVICES8+ years Filed as: STEPHEN ELDRIDGE & CO., INC. Service code 13 686 CHESTNUT STREET · MANCHESTER, NH 03104 | Contract Administrator | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $57,916 | $42,367+36.7% | $79,583-27.2% | $64,824-10.7% |
| Participation rate | 38.8% | 64.7%-25.9pp | 69.5%-30.7pp | 71.5%-32.7pp |
| Annual return | -13.80% | -12.24%-1.6pp | 0.16%-14.0pp | 32.84%-46.6pp |
| Employer contribution / active EE | $607 | $1,181-48.5% | $2,414-74.8% | $2,507-75.8% |
| Participant deferral / active EE | $1,017 | $3,168-67.9% | $3,986-74.5% | $4,311-76.4% |
| Admin fee / account holder | $126 | $160-21.3% | $6,835-98.2% | $188-33.1% |