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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $525 |
LPL FINANCIAL6+ 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.
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 | $158,227 | $121,341+30.4% | $189,513-16.5% | $79,386+99.3% |
| Participation rate | 65.9% | 86.1%-20.2pp | 87.8%-21.9pp | 70.7%-4.8pp |
| Annual return | 13.07% | 21.08%-8.0pp | 555.15%-542.1pp | 116.85%-103.8pp |
| Employer contribution / active EE | $472 | $3,915-87.9% | $6,162-92.3% | $2,427-80.6% |
| Participant deferral / active EE | $7,691 | $6,395+20.3% | $8,221-6.4% | $4,046+90.1% |
| Admin fee / account holder | $5 | $651-99.3% | $12,045-100.0% | $626-99.3% |