Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL - CLIFFORD CADLE Service code 15 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $8,425 |
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,885 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,648 | $58,655-76.7% | $91,994-85.2% | $65,185-79.1% |
| Participation rate | 79.3% | 75.3%+4.0pp | 78.6%+0.6pp | 70.2%+9.1pp |
| Annual return | 19.11% | 33.92%-14.8pp | 69.04%-49.9pp | 29.38%-10.3pp |
| Employer contribution / active EE | $837 | $2,080-59.8% | $3,453-75.8% | $2,177-61.5% |
| Participant deferral / active EE | $1,396 | $5,474-74.5% | $5,924-76.4% | $3,514-60.3% |
| Admin fee / account holder | $105 | $434-75.8% | $7,744-98.6% | $847-87.6% |