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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,600 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $33,882 |
LPL FINANCIAL1+ years Filed as: WINTHROP WEALTH MANAGEMENT/LPL FINA Service code 27 115 NEWBURY STREET SUITE 302 · BOSTON, MA 02116 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,625 | $37,117-25.6% | $147,617-81.3% | $55,191-49.9% |
| Participation rate | 78.9% | 63.6%+15.3pp | 84.6%-5.7pp | 69.2%+9.8pp |
| Annual return | -2.27% | 3.44%-5.7pp | 61.98%-64.3pp | 10.78%-13.0pp |
| Employer contribution / active EE | $2,830 | $1,620+74.6% | $5,564-49.1% | $1,899+49.0% |
| Participant deferral / active EE | $1,581 | $1,985-20.4% | $4,895-67.7% | $3,046-48.1% |
| Admin fee / account holder | $78 | $86-9.0% | $11,612-99.3% | $91-14.2% |