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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $5,920 |
LPL FINANCIAL2 years Filed as: COMMUNITY INV. SVCS/LPL FINANCIAL Service code 26 5790 WIDEWATERS PKWY · DEWITT, NY 13214 | Advisory (Participants) | $3,759 |
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 | $16,913 | $31,679-46.6% | $74,723-77.4% | $65,186-74.1% |
| Participation rate | 37.9% | 40.4%-2.5pp | 54.5%-16.6pp | 70.2%-32.3pp |
| Annual return | 20.72% | 39.04%-18.3pp | 753.18%-732.5pp | 29.39%-8.7pp |
| Employer contribution / active EE | $203 | $566-64.2% | $1,084-81.3% | $2,177-90.7% |
| Participant deferral / active EE | $457 | $1,191-61.6% | $1,962-76.7% | $3,514-87.0% |
| Admin fee / account holder | $170 | $379-55.2% | $3,335-94.9% | $847-80.0% |