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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 | Recordkeeping Fees | $23,520 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $15,521 |
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 | $23,975 | $70,917-66.2% | $98,920-75.8% | $73,497-67.4% |
| Participation rate | 94.5% | 73.8%+20.7pp | 76.0%+18.5pp | 70.7%+23.9pp |
| Annual return | 13.81% | 34.18%-20.4pp | 196.47%-182.7pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,525 | $2,037-25.1% | $2,689-43.3% | $2,270-32.8% |
| Participant deferral / active EE | $2,523 | $3,501-27.9% | $4,245-40.6% | $3,740-32.5% |
| Admin fee / account holder | $103 | $535-80.8% | $6,643-98.5% | $513-80.0% |