Filed January 13, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $85,074 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $24,314 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,950 | $74,552-74.6% | $63,018-69.9% | $69,631-72.8% |
| Participation rate | 80.0% | 78.3%+1.8pp | 74.8%+5.2pp | 70.7%+9.3pp |
| Annual return | 16.65% | 15.77%+0.9pp | 87.62%-71.0pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $868 | $2,929-70.4% | $2,761-68.6% | $2,032-57.3% |
| Participant deferral / active EE | $1,327 | $2,974-55.4% | $3,330-60.1% | $3,224-58.8% |
| Admin fee / account holder | $45 | $59-24.6% | $3,601-98.8% | $110-59.4% |