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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $8,347 |
FINANCIAL TELESIS1+ years Service code 55 · EIN 68-0279977 | Other Commissions | $4,209 |
Service code 37 · EIN 04-2647786 | Loan Processing | $469 |
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 | $15,254 | $55,182-72.4% | $73,309-79.2% | $55,191-72.4% |
| Participation rate | 94.2% | 73.9%+20.2pp | 74.9%+19.2pp | 69.2%+25.0pp |
| Annual return | 3.27% | 8.55%-5.3pp | 5.67%-2.4pp | 10.78%-7.5pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $7,989 | $4,641+72.1% | $4,991+60.1% | $3,046+162.2% |
| Admin fee / account holder | $1 | $68-98.3% | $5,635-100.0% | $91-98.7% |