Filed November 30, 2015 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $96,687 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,491 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,046 | $131,799-4.4% | $200,582-37.2% | $85,563+47.3% |
| Participation rate | 94.6% | 87.9%+6.6pp | 86.9%+7.7pp | 66.0%+28.6pp |
| Annual return | 19.16% | 21.59%-2.4pp | 42.33%-23.2pp | 31.51%-12.4pp |
| Employer contribution / active EE | $0 | $4,532-100.0% | $6,419-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $6,220 | $7,702-19.2% | $9,331-33.3% | $4,375+42.2% |
| Admin fee / account holder | $308 | $235+31.2% | $16,305-98.1% | $834-63.0% |