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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $33,579 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $9,467 |
LIFETIME BENEFIT SOLUTIONS4 years Filed as: LIFETIME BENEFIT SOLUTIONS, INC Service code 16 | Consulting | $4,785 |
LIFETIME BENEFIT SOLUTIONS4 years Filed as: LIFETIME BENEFIT SOLUTIONS,INC Service code 16 · EIN 16-1171765 | Consulting | $0 |
RELIANCE TRUST COMPANY6 years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $60,360 | $65,092-7.3% | $143,799-58.0% | $66,938-9.8% |
| Participation rate | 67.6% | 65.2%+2.4pp | 80.3%-12.7pp | 69.8%-2.2pp |
| Annual return | -7.15% | -11.14%+4.0pp | -0.04%-7.1pp | 1.58%-8.7pp |
| Employer contribution / active EE | $1,726 | $2,362-26.9% | $4,952-65.2% | $2,545-32.2% |
| Participant deferral / active EE | $3,006 | $2,920+2.9% | $5,638-46.7% | $4,238-29.1% |
| Admin fee / account holder | $15 | $502-97.0% | $14,677-99.9% | $594-97.4% |