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 FINANCIAL4+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,867 |
Service code 15 · EIN 31-1281022 | Recordkeeping | $14,992 |
BENEFIT PLANNING CONSULTANTS4+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 15 · EIN 36-3036100 | Recordkeeping | $4,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,660 | $28,109+19.7% | $71,086-52.6% | $56,287-40.2% |
| Participation rate | 31.2% | 40.4%-9.2pp | 54.7%-23.4pp | 69.9%-38.6pp |
| Annual return | -6.31% | -615.05%+608.7pp | 650.59%-656.9pp | -9.96%+3.6pp |
| Employer contribution / active EE | $394 | $558-29.3% | $1,088-63.7% | $2,111-81.3% |
| Participant deferral / active EE | $787 | $1,116-29.5% | $1,874-58.0% | $3,350-76.5% |
| Admin fee / account holder | $606 | $585+3.6% | $3,082-80.3% | $521+16.3% |