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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,127 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $13,623 | $50,902-73.2% | $155,534-91.2% | $77,736-82.5% |
| Participation rate | 67.1% | 63.1%+4.0pp | 78.2%-11.2pp | 70.6%-3.5pp |
| Annual return | 10.99% | 34.85%-23.9pp | 64.92%-53.9pp | 31.26%-20.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,662 | $2,824-41.2% | $5,630-70.5% | $4,651-64.3% |
| Admin fee / account holder | $132 | $437-69.8% | $15,900-99.2% | $433-69.6% |