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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $263,501 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 120 SOUTH LASALLE ST · CHICAGO, IL 60603 | Advisory (Plan) | $50,786 |
Service code 60 | Sub-TA Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,804 | $48,835-82.0% | $170,439-94.8% | $177,276-95.0% |
| Participation rate | 67.4% | 72.1%-4.7pp | 83.6%-16.2pp | 74.8%-7.4pp |
| Annual return | 15.81% | 19.44%-3.6pp | 205.94%-190.1pp | 21.25%-5.4pp |
| Employer contribution / active EE | $13 | $1,798-99.3% | $5,433-99.8% | $2,479-99.5% |
| Participant deferral / active EE | $947 | $2,757-65.7% | $4,939-80.8% | $3,881-75.6% |
| Admin fee / account holder | $56 | $52+8.5% | $13,881-99.6% | $154-63.4% |