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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC RPCP Service code 26 · EIN 04-3046611 P.O. BOX 502030 · SAN DIEGO, CA 92150 | Advisory (Participants) | $4,537 |
Filed as: MILLENNIUM INVESTMENT Service code 26 · EIN 94-3428956 13850 BALLANTYNE CORP PLACE · CHARLOTTE, NC 28277 | Advisory (Participants) | $907 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $224 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,774 | $64,119-25.5% | $112,228-57.4% | $66,914-28.6% |
| Participation rate | 37.5% | 68.5%-31.0pp | 75.1%-37.6pp | 69.8%-32.3pp |
| Annual return | -14.26% | -13.81%-0.5pp | 27.45%-41.7pp | 1.58%-15.8pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,373 | $3,693-62.8% | $4,728-71.0% | $4,237-67.6% |
| Admin fee / account holder | $21 | $625-96.6% | $6,410-99.7% | $593-96.5% |