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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $9,249 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,581 |
FINANCIAL TELESIS1+ years Service code 55 · EIN 68-0279977 | Other Commissions | $5,510 |
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 | $27,317 | $37,134-26.4% | $100,671-72.9% | $52,331-47.8% |
| Participation rate | 47.4% | 57.7%-10.2pp | 70.7%-23.3pp | 68.1%-20.7pp |
| Annual return | 1.92% | 0.10%+1.8pp | 20.43%-18.5pp | 4.54%-2.6pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,561 | $2,163+249.5% | $3,144+140.5% | $3,022+150.2% |
| Admin fee / account holder | $29 | $467-93.7% | $4,850-99.4% | $592-95.0% |