Filed February 20, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $24,930 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,066 | $92,186-39.2% | $105,624-46.9% | $77,762-27.9% |
| Participation rate | 33.9% | 81.0%-47.2pp | 75.3%-41.4pp | 70.6%-36.7pp |
| Annual return | 16.41% | 17.83%-1.4pp | 116.20%-99.8pp | 31.27%-14.9pp |
| Employer contribution / active EE | $912 | $3,376-73.0% | $3,168-71.2% | $2,728-66.6% |
| Participant deferral / active EE | $2,165 | $5,395-59.9% | $5,013-56.8% | $4,651-53.4% |
| Admin fee / account holder | $39 | $219-82.0% | $10,961-99.6% | $433-90.9% |