Filed April 29, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Ac... | $157,224 |
LPL FINANCIAL2+ years Service code 16 · EIN 95-2834236 | Consulting | $42,635 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,241 | $67,598-74.5% | $75,894-77.3% | $77,775-77.8% |
| Participation rate | 85.7% | 69.6%+16.2pp | 69.3%+16.5pp | 73.2%+12.5pp |
| Annual return | 16.68% | 23.18%-6.5pp | 30.76%-14.1pp | 32.58%-15.9pp |
| Employer contribution / active EE | $797 | $2,430-67.2% | $2,501-68.1% | $2,504-68.2% |
| Participant deferral / active EE | $2,269 | $3,502-35.2% | $3,603-37.0% | $3,966-42.8% |
| Admin fee / account holder | $128 | $96+33.0% | $5,420-97.6% | $100+28.0% |