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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 28 · EIN 04-3046611 4707 EXECUTIVE DR. · SAN DIEGO, CA 921213091 | Investment Management | $20,519 |
Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $9,438 |
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.
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 | $55,479 | $60,795-8.7% | $69,461-20.1% | $65,185-14.9% |
| Participation rate | 53.4% | 74.9%-21.4pp | 74.6%-21.2pp | 70.2%-16.8pp |
| Annual return | 17.71% | 17.46%+0.3pp | 28.97%-11.3pp | 29.38%-11.7pp |
| Employer contribution / active EE | $1,586 | $2,452-35.3% | $2,779-42.9% | $2,177-27.1% |
| Participant deferral / active EE | $1,167 | $3,162-63.1% | $3,536-67.0% | $3,514-66.8% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |