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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,710 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,559 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,705-100.0% | $115,768-100.0% | $67,986-100.0% |
| Participation rate | 0.0% | 63.0%-63.0pp | 74.4%-74.4pp | 57.2%-57.2pp |
| Annual return | -100.07% | 18.49%-118.6pp | 100.46%-200.5pp | 31.67%-131.7pp |
| Employer contribution / active EE | $728 | $2,046-64.4% | $2,940-75.2% | $2,019-63.9% |
| Participant deferral / active EE | $2,613 | $3,559-26.6% | $4,917-46.9% | $3,358-22.2% |
| Admin fee / account holder | $0 | $4,135-100.0% | $12,439-100.0% | $3,203-100.0% |