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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $16,621 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 17 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Pension Consulting | $14,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,955 | $64,707-12.0% | $112,228-49.3% | $68,494-16.8% |
| Participation rate | 44.6% | 67.2%-22.6pp | 75.1%-30.5pp | 67.9%-23.3pp |
| Annual return | -21.54% | -11.40%-10.1pp | 27.45%-49.0pp | -7.84%-13.7pp |
| Employer contribution / active EE | $5,377 | $2,746+95.8% | $3,635+47.9% | $2,596+107.1% |
| Participant deferral / active EE | $4,807 | $3,565+34.8% | $4,728+1.7% | $4,027+19.4% |
| Admin fee / account holder | $170 | $5,232-96.8% | $6,410-97.4% | $5,403-96.9% |