Filed November 11, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $7,835 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,055 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $68,810 | $56,640+21.5% | $78,002-11.8% | $55,167+24.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 8.54% | 2868.48%-2859.9pp | 425.99%-417.4pp | 169.23%-160.7pp |
| Employer contribution / active EE | $4,008 | $1,724+132.5% | $2,470+62.2% | $1,963+104.2% |
| Participant deferral / active EE | $5,779 | $2,778+108.0% | $3,497+65.3% | $3,054+89.2% |
| Admin fee / account holder | $74 | $467-84.1% | $5,481-98.6% | $504-85.2% |