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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 17 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Pension Consulting | $9,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,306 | $30,107-9.3% | $61,501-55.6% | $64,824-57.9% |
| Participation rate | 19.0% | 36.4%-17.4pp | 52.6%-33.5pp | 71.5%-52.4pp |
| Annual return | -15.58% | -13.99%-1.6pp | 339.04%-354.6pp | 32.84%-48.4pp |
| Employer contribution / active EE | $373 | $537-30.5% | $1,160-67.8% | $2,507-85.1% |
| Participant deferral / active EE | $589 | $1,126-47.7% | $2,125-72.3% | $4,311-86.3% |
| Admin fee / account holder | $36 | $148-75.7% | $2,132-98.3% | $188-80.8% |