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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $14,278 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $645 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,738 | $77,677-70.7% | $109,188-79.2% | $79,389-71.4% |
| Participation rate | 59.1% | 67.8%-8.7pp | 75.9%-16.8pp | 70.7%-11.6pp |
| Annual return | 14.93% | 23.44%-8.5pp | 25.76%-10.8pp | 116.89%-102.0pp |
| Employer contribution / active EE | $1,283 | $2,798-54.2% | $3,723-65.5% | $2,428-47.2% |
| Participant deferral / active EE | $2,433 | $3,517-30.8% | $4,654-47.7% | $4,046-39.9% |
| Admin fee / account holder | $206 | $732-71.8% | $6,755-96.9% | $626-67.1% |