Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,802 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,017 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,005 | $50,860-72.5% | $155,574-91.0% | $77,714-82.0% |
| Participation rate | 26.6% | 63.1%-36.5pp | 78.2%-51.6pp | 70.6%-44.0pp |
| Annual return | 11.85% | 34.86%-23.0pp | 64.87%-53.0pp | 31.26%-19.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $565 | $2,825-80.0% | $5,629-90.0% | $4,649-87.9% |
| Admin fee / account holder | $107 | $436-75.4% | $15,914-99.3% | $433-75.2% |