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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $29,638 |
CLARK NUBER1 year Service code 10 · EIN 91-1194016 | Accounting | $8,007 |
Service code 37 · EIN 04-2647786 | Loan Processing | $631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $76,355 | $32,425+135.5% | $74,577+2.4% | $55,167+38.4% |
| Participation rate | 31.1% | 54.0%-22.9pp | 68.1%-37.0pp | 69.0%-37.9pp |
| Annual return | 5.88% | 10.63%-4.8pp | 20.47%-14.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,033 | $1,995+252.6% | $3,458+103.4% | $3,054+130.3% |
| Admin fee / account holder | $175 | $748-76.6% | $4,138-95.8% | $504-65.3% |