Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $29,257 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,341 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,950 | $37,440+132.2% | $77,081+12.8% | $66,930+29.9% |
| Participation rate | 50.0% | 52.9%-2.9pp | 67.9%-17.9pp | 69.8%-19.8pp |
| Annual return | -14.66% | -3.26%-11.4pp | 42.33%-57.0pp | 1.57%-16.2pp |
| Employer contribution / active EE | $397 | $1,534-74.1% | $2,813-85.9% | $2,545-84.4% |
| Participant deferral / active EE | $2,400 | $2,620-8.4% | $4,428-45.8% | $4,238-43.4% |
| Admin fee / account holder | $524 | $568-7.7% | $5,427-90.3% | $593-11.7% |