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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORP. Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
UNIFIED TRUST COMPANY, N.A.1+ years Filed as: UNIFIED TRUST COMPANY, NA Service code 21 2353 ALEXANDRIA SR, SUITE 100 · LEXINGTON, KY 40504 | Bank Trustee | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,374 | $36,916-96.3% | $156,551-99.1% | $57,658-97.6% |
| Participation rate | 19.3% | 63.4%-44.1pp | 84.0%-64.7pp | 70.2%-50.9pp |
| Annual return | 0.00% | 12.38%-12.4pp | 32.23%-32.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $271 | $1,926-85.9% | $4,871-94.4% | $3,061-91.1% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |