Filed August 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $12,735 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,584 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $61,218 | $49,177+24.5% | $79,467-23.0% | $64,173-4.6% |
| Participation rate | 47.4% | 65.0%-17.7pp | 73.3%-26.0pp | 69.6%-22.2pp |
| Annual return | -6.12% | -1.16%-5.0pp | 718.30%-724.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,754 | $2,076+32.6% | $2,800-1.7% | $2,381+15.7% |
| Participant deferral / active EE | $4,064 | $2,821+44.0% | $3,704+9.7% | $3,470+17.1% |
| Admin fee / account holder | $44 | $3,839-98.9% | $5,104-99.1% | $4,887-99.1% |