Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,116 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,953 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,643 | $83,843-71.8% | $123,973-80.9% | $65,306-63.8% |
| Participation rate | 64.7% | 56.0%+8.7pp | 76.7%-12.0pp | 57.7%+7.0pp |
| Annual return | 7.29% | 19.87%-12.6pp | 388.13%-380.8pp | 21.94%-14.6pp |
| Employer contribution / active EE | $0 | $2,873-100.0% | $4,126-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $785 | $2,997-73.8% | $5,247-85.0% | $2,959-73.5% |
| Admin fee / account holder | $70 | $4,735-98.5% | $11,799-99.4% | $3,480-98.0% |