Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,676 |
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,172 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,533 | $54,237-47.4% | $90,304-68.4% | $67,579-57.8% |
| Participation rate | 16.4% | 68.6%-52.2pp | 73.3%-56.8pp | 71.3%-54.8pp |
| Annual return | 0.00% | 37.27%-37.3pp | 78.13%-78.1pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,855-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $298 | $2,625-88.7% | $3,885-92.3% | $3,539-91.6% |
| Admin fee / account holder | $236 | $123+91.1% | $5,354-95.6% | $142+65.7% |