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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,952 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,288 |
FUST CHARLES CHAMBERS LLP6+ years Filed as: FUST CHARLES CHAMBER LLP Service code 10 · EIN 16-1226221 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,997 | $52,293-46.5% | $178,498-84.3% | $73,412-61.9% |
| Participation rate | 44.2% | 65.3%-21.1pp | 81.9%-37.7pp | 72.2%-27.9pp |
| Annual return | 11.42% | 34.75%-23.3pp | 151.09%-139.7pp | 59.30%-47.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,231 | $2,332-47.2% | $5,202-76.3% | $3,806-67.6% |
| Admin fee / account holder | $75 | $127-41.4% | $13,985-99.5% | $158-52.8% |