Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,975 |
LPL FINANCIAL2 years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $20,915 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,421 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,812 | $44,059+8.5% | $71,671-33.3% | $69,631-31.3% |
| Participation rate | 83.0% | 60.8%+22.2pp | 68.7%+14.2pp | 70.7%+12.3pp |
| Annual return | 13.17% | 21.97%-8.8pp | 20.65%-7.5pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $1,764 | $1,305+35.2% | $2,460-28.3% | $2,032-13.2% |
| Participant deferral / active EE | $4,223 | $2,370+78.2% | $3,438+22.8% | $3,224+31.0% |
| Admin fee / account holder | $144 | $108+33.3% | $5,558-97.4% | $110+30.0% |