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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $35,149 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,600 | $89,465-80.3% | $165,100-89.3% | $77,762-77.4% |
| Participation rate | 62.0% | 78.6%-16.6pp | 78.6%-16.6pp | 70.6%-8.6pp |
| Annual return | 17.78% | 28.86%-11.1pp | 70.21%-52.4pp | 31.27%-13.5pp |
| Employer contribution / active EE | $0 | $2,565-100.0% | $4,348-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,838 | $4,904-42.1% | $6,035-53.0% | $4,651-39.0% |
| Admin fee / account holder | $116 | $340-65.9% | $12,696-99.1% | $433-73.2% |