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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $7,221 |
LPL FINANCIAL2 years Service code 26 5790 WIDEWATERS PKWY · DEWITT, NY 13214 | Advisory (Participants) | $5,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,024 | $39,036-35.9% | $80,784-69.0% | $85,851-70.9% |
| Participation rate | 47.6% | 41.6%+6.0pp | 54.2%-6.6pp | 69.3%-21.8pp |
| Annual return | 13.74% | 26.31%-12.6pp | 87.31%-73.6pp | 318.63%-304.9pp |
| Employer contribution / active EE | $317 | $722-56.2% | $1,160-72.7% | $2,565-87.7% |
| Participant deferral / active EE | $529 | $1,326-60.1% | $2,145-75.3% | $3,952-86.6% |
| Admin fee / account holder | $230 | $2,429-90.5% | $3,380-93.2% | $6,261-96.3% |