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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Plan) | $32,294 |
CREATIVE PLAN DESIGNS, LTD4+ years Service code 11 · EIN 11-2515970 90 MERRICK AVENUE · EAST MEADOW, NY 11554 | Actuarial | $29,000 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 P.O. BOX 77000 · DETROIT, MI 482770430 | Direct payment from the plan; Insuran... | $23,828 |
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,500 |
MMA SECURITIES LLC4+ years Filed as: ASSURED SKCG, INC. Service code 15 · EIN 13-3866919 128 MAIN STREET · WHITE PLAINS, NC 10601 | Recordkeeping | $1,812 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -6.28% | -5.34%-0.9pp | 12.68%-19.0pp | -82.67%+76.4pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |