Filed May 21, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 53 | Insurance Commissions | $18,851 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 | Contract Administrator | $6,462 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,230 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION. Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,221 | $52,670-33.1% | $90,404-61.0% | $73,409-52.0% |
| Participation rate | 40.0% | 67.7%-27.7pp | 72.7%-32.7pp | 72.2%-32.2pp |
| Annual return | 7.83% | 20.70%-12.9pp | 1293.02%-1285.2pp | 59.29%-51.5pp |
| Employer contribution / active EE | $699 | $1,872-62.7% | $3,262-78.6% | $2,234-68.7% |
| Participant deferral / active EE | $1,439 | $2,807-48.7% | $3,963-63.7% | $3,805-62.2% |
| Admin fee / account holder | $21 | $117-81.6% | $5,611-99.6% | $158-86.4% |