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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $11,351 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $790 |
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,503 | $58,895-78.8% | $178,503-93.0% | $73,497-83.0% |
| Participation rate | 80.2% | 66.2%+13.9pp | 81.9%-1.8pp | 70.7%+9.5pp |
| Annual return | 3.58% | 24.86%-21.3pp | 151.12%-147.5pp | 28.51%-24.9pp |
| Employer contribution / active EE | $672 | $2,236-70.0% | $5,011-86.6% | $2,270-70.4% |
| Participant deferral / active EE | $1,290 | $2,567-49.8% | $5,202-75.2% | $3,740-65.5% |
| Admin fee / account holder | $102 | $400-74.5% | $13,987-99.3% | $513-80.1% |