Filed February 20, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $29,814 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,134 | $104,919-36.0% | $116,228-42.2% | $85,563-21.5% |
| Participation rate | 39.5% | 78.6%-39.1pp | 74.6%-35.0pp | 66.0%-26.4pp |
| Annual return | 20.51% | 15.38%+5.1pp | 90.06%-69.5pp | 31.51%-11.0pp |
| Employer contribution / active EE | $1,087 | $3,485-68.8% | $2,994-63.7% | $2,654-59.0% |
| Participant deferral / active EE | $2,547 | $5,306-52.0% | $4,953-48.6% | $4,375-41.8% |
| Admin fee / account holder | $24 | $429-94.5% | $11,989-99.8% | $834-97.2% |