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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $27,161 |
LIFETIME BENEFIT SOLUTIONS5 years Filed as: LIFETIME BENEFIT SOLUTIONS, INC Service code 16 | Consulting | $3,968 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $1,625 |
LIFETIME BENEFIT SOLUTIONS5 years Filed as: LIFETIME BENEFIT SOLUTIONS,INC Service code 16 · EIN 16-1171765 | Consulting | $0 |
RELIANCE TRUST COMPANY7 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,113 | $61,356-21.6% | $149,696-67.9% | $71,511-32.7% |
| Participation rate | 65.0% | 62.5%+2.4pp | 78.8%-13.8pp | 67.9%-3.0pp |
| Annual return | -0.20% | 35.86%-36.1pp | 134.46%-134.7pp | 28.86%-29.1pp |
| Employer contribution / active EE | $1,427 | $2,382-40.1% | $4,821-70.4% | $2,589-44.9% |
| Participant deferral / active EE | $2,539 | $2,920-13.0% | $5,682-55.3% | $4,291-40.8% |
| Admin fee / account holder | $25 | $1,263-98.0% | $13,212-99.8% | $1,588-98.4% |