Filed July 24, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,549 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,683 | $84,936-65.1% | $111,308-73.3% | $79,391-62.6% |
| Participation rate | 88.3% | 75.9%+12.5pp | 77.3%+11.0pp | 70.7%+17.6pp |
| Annual return | 15.16% | 17.45%-2.3pp | 54.67%-39.5pp | 116.88%-101.7pp |
| Employer contribution / active EE | $1,427 | $1,979-27.9% | $2,732-47.8% | $2,428-41.2% |
| Participant deferral / active EE | $3,708 | $3,888-4.6% | $4,487-17.4% | $4,046-8.3% |
| Admin fee / account holder | $236 | $537-56.0% | $7,965-97.0% | $627-62.3% |