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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $12,973 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,093 | $45,324-16.0% | $122,354-68.9% | $69,631-45.3% |
| Participation rate | 39.4% | 59.9%-20.5pp | 71.6%-32.2pp | 70.7%-31.2pp |
| Annual return | 19.12% | 25.35%-6.2pp | 30.28%-11.2pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $875 | $1,230-28.8% | $4,051-78.4% | $2,032-56.9% |
| Participant deferral / active EE | $767 | $2,367-67.6% | $3,287-76.7% | $3,224-76.2% |
| Admin fee / account holder | $94 | $87+8.3% | $5,479-98.3% | $110-14.7% |