See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 | Other Services | $31,710 |
WELLS THOMAS, LLC9+ years Filed as: WELLS THOMAS LLC Service code 13 | Contract Administrator | $10,768 |
Filed as: JOSEPHSON & JOSEPHSON, CPA'S P.C. Service code 10 | Accounting | $9,500 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,803 |
WELLS THOMAS, LLC9+ years Filed as: WELLS THOMAS. LLC Service code 13 · EIN 26-0228640 | Contract Administrator | $125 |
Service code 10 · EIN 13-4092524 | Accounting | $0 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,964 | $61,272+69.7% | $149,673-30.5% | $71,457+45.5% |
| Participation rate | 60.6% | 62.5%-1.9pp | 78.8%-18.2pp | 67.9%-7.4pp |
| Annual return | 23.10% | 35.85%-12.7pp | 134.42%-111.3pp | 28.85%-5.7pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,675 | $2,917+26.0% | $5,680-35.3% | $4,289-14.3% |
| Admin fee / account holder | $10 | $1,261-99.2% | $13,210-99.9% | $1,587-99.4% |