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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $17,494 |
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,925 | $100,262-0.3% | $81,370+22.8% | $145,897-31.5% |
| Participation rate | 52.2% | 74.3%-22.1pp | 69.5%-17.4pp | 80.3%-28.1pp |
| Annual return | 16.21% | 34.52%-18.3pp | 24.85%-8.6pp | 552.29%-536.1pp |
| Employer contribution / active EE | $4,289 | $2,979+44.0% | $2,464+74.1% | $4,663-8.0% |
| Participant deferral / active EE | $8,912 | $4,612+93.2% | $3,885+129.4% | $6,689+33.2% |
| Admin fee / account holder | $27,981 | $8,163+242.8% | $5,749+386.7% | $13,390+109.0% |