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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $6,359 |
LPL FINANCIAL1 year Service code 26 5790 WIDEWATERS PKWY · DEWITT, NY 13214 | Advisory (Participants) | $3,965 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,453 | $35,986-43.2% | $77,482-73.6% | $73,488-72.2% |
| Participation rate | 41.9% | 40.8%+1.1pp | 54.2%-12.3pp | 70.7%-28.8pp |
| Annual return | 15.06% | 19.26%-4.2pp | 54.79%-39.7pp | 28.51%-13.5pp |
| Employer contribution / active EE | $146 | $557-73.9% | $986-85.2% | $2,270-93.6% |
| Participant deferral / active EE | $313 | $1,198-73.9% | $1,861-83.2% | $3,740-91.6% |
| Admin fee / account holder | $188 | $466-59.7% | $2,858-93.4% | $513-63.4% |