Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 17 · EIN 04-3046611 | Pension Consulting | $10,743 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 04-3046611 | Recordkeeping | $10,538 |
PLAN DESIGN PARTNERS1 year Filed as: PLAN DESIGN PARTNERS INC. Service code 15 · EIN 47-4016774 112 HARRISON ST. · PEORIA, IL 61602 | Recordkeeping | $5,337 |
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.
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 | $35,615 | $63,768-44.1% | $98,477-63.8% | $79,393-55.1% |
| Participation rate | 48.9% | 69.9%-21.0pp | 73.3%-24.4pp | 70.7%-21.8pp |
| Annual return | 13.70% | 626.18%-612.5pp | 1493.59%-1479.9pp | 116.87%-103.2pp |
| Employer contribution / active EE | $967 | $2,558-62.2% | $2,961-67.3% | $2,428-60.2% |
| Participant deferral / active EE | $753 | $3,305-77.2% | $4,276-82.4% | $4,046-81.4% |
| Admin fee / account holder | $163 | $516-68.3% | $5,951-97.3% | $627-73.9% |