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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $46,794 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,951 | $53,911-64.8% | $130,660-85.5% | $77,775-75.6% |
| Participation rate | 67.8% | 60.2%+7.5pp | 71.7%-4.0pp | 73.2%-5.5pp |
| Annual return | 20.29% | 21.93%-1.6pp | 1709.29%-1689.0pp | 32.58%-12.3pp |
| Employer contribution / active EE | $672 | $1,826-63.2% | $4,092-83.6% | $2,504-73.2% |
| Participant deferral / active EE | $1,577 | $2,288-31.1% | $3,603-56.2% | $3,966-60.2% |
| Admin fee / account holder | $47 | $129-63.2% | $5,463-99.1% | $100-52.6% |