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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: FORTUNE FINANCIAL SERVICES Service code 27 3582 BRODHEAD ROAD, SUITE 202 · MONACA, PA 15061 | Advisory (Plan) | $17,201 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,365 | $99,957-71.6% | $149,745-81.1% | $73,497-61.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 11.02% | 53.87%-42.8pp | 276.72%-265.7pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,942 | $3,191-39.1% | $4,646-58.2% | $2,270-14.5% |
| Participant deferral / active EE | $687 | $6,073-88.7% | $6,843-90.0% | $3,740-81.6% |
| Admin fee / account holder | $174 | $551-68.4% | $9,312-98.1% | $513-66.1% |