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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $28,159 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,950 |
Filed as: KESTRA FINANCIAL Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,316 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,688 | $46,173-5.4% | $170,442-74.4% | $69,631-37.3% |
| Participation rate | 16.6% | 63.9%-47.3pp | 83.6%-67.0pp | 70.7%-54.1pp |
| Annual return | 15.07% | 21.62%-6.5pp | 205.93%-190.9pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $32 | $1,610-98.0% | $5,433-99.4% | $2,032-98.4% |
| Participant deferral / active EE | $671 | $2,080-67.8% | $4,939-86.4% | $3,224-79.2% |
| Admin fee / account holder | $201 | $116+73.5% | $13,880-98.6% | $110+82.2% |