Filed September 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 | Advisory (Plan) | $33,296 |
Filed as: MASSMUTUAL RETIREMENT SERVICES,LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $250 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $1 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,065 | $23,224+51.0% | $71,089-50.7% | $55,725-37.1% |
| Participation rate | 60.9% | 37.9%+23.0pp | 54.6%+6.3pp | 70.9%-10.0pp |
| Annual return | -5.56% | -2.87%-2.7pp | 650.65%-656.2pp | 244.93%-250.5pp |
| Employer contribution / active EE | $961 | $436+120.3% | $1,088-11.7% | $2,078-53.8% |
| Participant deferral / active EE | $2,597 | $929+179.6% | $1,873+38.7% | $3,356-22.6% |
| Admin fee / account holder | $4 | $118-96.9% | $3,082-99.9% | $115-96.9% |