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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL GROUP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $8,273 |
Service code 15 · EIN 23-1735188 | Recordkeeping | $7,875 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 37 · EIN 95-1411037 | Loan Processing | $4,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,779 | $88,324-77.6% | $115,038-82.8% | $55,191-64.2% |
| Participation rate | 55.6% | 72.5%-16.9pp | 81.4%-25.7pp | 69.2%-13.5pp |
| Annual return | 3.71% | 6.30%-2.6pp | 26.14%-22.4pp | 10.78%-7.1pp |
| Employer contribution / active EE | $315 | $2,805-88.8% | $4,608-93.2% | $1,899-83.4% |
| Participant deferral / active EE | $2,658 | $5,042-47.3% | $6,026-55.9% | $3,046-12.7% |
| Admin fee / account holder | $114 | $105+8.3% | $8,175-98.6% | $91+25.8% |