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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $36,528 |
LPL FINANCIAL3 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $18,078 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,832 | $50,812-74.7% | $155,602-91.8% | $77,692-83.5% |
| Participation rate | 96.7% | 63.1%+33.6pp | 78.2%+18.5pp | 70.6%+26.2pp |
| Annual return | 12.99% | 34.85%-21.9pp | 64.81%-51.8pp | 31.25%-18.3pp |
| Employer contribution / active EE | $1,093 | $1,989-45.1% | $4,675-76.6% | $2,726-59.9% |
| Participant deferral / active EE | $1,103 | $2,822-60.9% | $5,629-80.4% | $4,648-76.3% |
| Admin fee / account holder | $113 | $436-74.0% | $15,923-99.3% | $431-73.7% |