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| Provider | Service type | Compensation |
|---|---|---|
LRI INVESTMENTS, LLC1 year Filed as: LRI INVESTMENTS Service code 26 · EIN 88-4116775 | Advisory (Participants) | $37,739 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,476 | $50,820+78.0% | $155,567-41.8% | $77,671+16.5% |
| Participation rate | 38.8% | 63.1%-24.3pp | 78.2%-39.4pp | 70.6%-31.8pp |
| Annual return | 12.32% | 34.85%-22.5pp | 64.74%-52.4pp | 31.21%-18.9pp |
| Employer contribution / active EE | $1,336 | $1,993-33.0% | $4,674-71.4% | $2,726-51.0% |
| Participant deferral / active EE | $2,067 | $2,823-26.8% | $5,628-63.3% | $4,648-55.5% |
| Admin fee / account holder | $171 | $436-60.8% | $15,916-98.9% | $430-60.2% |