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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: COMMUNITY INV. SVCS/LPL FINANCIAL Service code 26 5790 WIDEWATERS PKWY · DEWITT, NY 13214 | Advisory (Participants) | $4,322 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $3,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,466 | $28,109-52.1% | $71,089-81.1% | $56,289-76.1% |
| Participation rate | 39.7% | 40.4%-0.7pp | 54.6%-14.9pp | 69.9%-30.1pp |
| Annual return | -5.24% | -615.05%+609.8pp | 650.65%-655.9pp | -9.96%+4.7pp |
| Employer contribution / active EE | $214 | $558-61.6% | $1,088-80.3% | $2,111-89.9% |
| Participant deferral / active EE | $476 | $1,116-57.4% | $1,873-74.6% | $3,350-85.8% |
| Admin fee / account holder | $125 | $585-78.6% | $3,082-95.9% | $521-76.0% |