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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $27,188 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,130 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,320 | $91,394-78.9% | $130,026-85.1% | $74,440-74.0% |
| Participation rate | 45.0% | 77.8%-32.8pp | 78.5%-33.5pp | 70.7%-25.8pp |
| Annual return | 18.22% | 23.20%-5.0pp | -137.26%+155.5pp | 34.37%-16.2pp |
| Employer contribution / active EE | $0 | $2,565-100.0% | $4,321-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,334 | $4,721-50.6% | $5,821-59.9% | $4,529-48.5% |
| Admin fee / account holder | $122 | $284-57.0% | $10,608-98.9% | $348-65.0% |