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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,201 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,156 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,312 | $106,230-31.9% | $147,080-50.8% | $77,736-7.0% |
| Participation rate | 34.2% | 78.4%-44.2pp | 82.2%-48.0pp | 70.6%-36.4pp |
| Annual return | 10.83% | 56.91%-46.1pp | 420.17%-409.3pp | 31.26%-20.4pp |
| Employer contribution / active EE | $502 | $4,072-87.7% | $4,933-89.8% | $2,728-81.6% |
| Participant deferral / active EE | $2,135 | $8,001-73.3% | $8,066-73.5% | $4,651-54.1% |
| Admin fee / account holder | $178 | $338-47.3% | $12,989-98.6% | $433-58.8% |