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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Service code 99 · EIN 04-3046611 | Other Fees | $18,242 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,599 | $77,817-81.2% | $123,553-88.2% | $64,173-77.3% |
| Participation rate | 93.8% | 74.7%+19.1pp | 82.3%+11.6pp | 69.6%+24.3pp |
| Annual return | -1.62% | 12.49%-14.1pp | 119.21%-120.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $655 | $3,014-78.3% | $4,628-85.8% | $2,381-72.5% |
| Participant deferral / active EE | $4,181 | $5,240-20.2% | $6,426-34.9% | $3,470+20.5% |
| Admin fee / account holder | $63 | $5,519-98.9% | $9,284-99.3% | $4,887-98.7% |