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 13 · EIN 42-0127290 | Contract Administrator | $26,830 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,714 | $99,957-53.3% | $149,715-68.8% | $73,493-36.4% |
| Participation rate | 65.8% | 75.7%-9.9pp | 82.5%-16.7pp | 70.7%-4.9pp |
| Annual return | 16.03% | 53.87%-37.8pp | 276.66%-260.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,399 | $3,191-56.2% | $4,645-69.9% | $2,270-38.4% |
| Participant deferral / active EE | $4,013 | $6,073-33.9% | $6,842-41.3% | $3,740+7.3% |
| Admin fee / account holder | $244 | $551-55.7% | $9,310-97.4% | $513-52.5% |