Filed September 18, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $138,231 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $60,458 |
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 | $6,612 | $40,278-83.6% | $80,607-91.8% | $80,149-91.7% |
| Participation rate | 77.5% | 47.5%+30.0pp | 67.0%+10.5pp | 72.9%+4.6pp |
| Annual return | 18.08% | 50.86%-32.8pp | 936.11%-918.0pp | 40.39%-22.3pp |
| Employer contribution / active EE | $0 | $1,332-100.0% | $2,724-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $1,368 | $2,696-49.3% | $4,448-69.3% | $5,015-72.7% |
| Admin fee / account holder | $11 | $210-94.7% | $5,379-99.8% | $145-92.3% |