Filed September 18, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $145,018 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $53,598 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,442 | $37,418-85.5% | $77,096-92.9% | $77,906-93.0% |
| Participation rate | 77.3% | 46.9%+30.4pp | 67.9%+9.4pp | 73.7%+3.6pp |
| Annual return | -17.09% | -7.13%-10.0pp | 42.35%-59.4pp | 12.16%-29.2pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,814-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $1,440 | $2,572-44.0% | $4,429-67.5% | $4,805-70.0% |
| Admin fee / account holder | $21 | $126-83.7% | $5,428-99.6% | $133-84.5% |