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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11770 US HIGHWAY 1 STE 205E · PALM BEACH GARDENS, FL 33408 | Advisory (Plan) | $13,992 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $9,751 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,595 |
Service code 61 · EIN 47-4456694 | Finders' fees / placement fees | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $74,754 | $35,485+110.7% | $74,549+0.3% | $55,725+34.1% |
| Participation rate | 12.3% | 62.5%-50.2pp | 69.1%-56.8pp | 70.9%-58.5pp |
| Annual return | -4.45% | 0.72%-5.2pp | 32.53%-37.0pp | 244.93%-249.4pp |
| Employer contribution / active EE | $456 | $777-41.4% | $1,961-76.8% | $2,078-78.1% |
| Participant deferral / active EE | $679 | $2,181-68.9% | $3,108-78.2% | $3,356-79.8% |
| Admin fee / account holder | $35 | $114-69.6% | $5,059-99.3% | $115-69.9% |