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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,113 | $136,307+1.3% | $177,848-22.3% | $73,497+87.9% |
| Participation rate | 69.0% | 86.1%-17.1pp | 87.7%-18.7pp | 70.7%-1.6pp |
| Annual return | 17.96% | 18.68%-0.7pp | 48.33%-30.4pp | 28.51%-10.6pp |
| Employer contribution / active EE | $498 | $3,712-86.6% | $5,919-91.6% | $2,270-78.1% |
| Participant deferral / active EE | $7,502 | $5,829+28.7% | $7,714-2.7% | $3,740+100.6% |
| Admin fee / account holder | $5 | $596-99.1% | $12,431-100.0% | $513-99.0% |