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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 99 · EIN 04-3046611 | Other Fees | $13,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,067 | $60,165-40.1% | $74,184-51.4% | $55,167-34.6% |
| Participation rate | 67.7% | 74.2%-6.4pp | 76.6%-8.9pp | 69.0%-1.3pp |
| Annual return | 8.12% | 10.00%-1.9pp | 17.74%-9.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,074 | $1,600-32.9% | $2,370-54.7% | $1,963-45.3% |
| Participant deferral / active EE | $1,690 | $2,973-43.2% | $3,550-52.4% | $3,054-44.7% |
| Admin fee / account holder | $15 | $419-96.4% | $5,586-99.7% | $504-97.0% |