Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $77,569-100.0% | $115,599-100.0% | $64,097-100.0% |
| Participation rate | 0.0% | 60.7%-60.7pp | 74.3%-74.3pp | 55.2%-55.2pp |
| Annual return | -100.07% | 18.52%-118.6pp | 111.10%-211.2pp | 34.64%-134.7pp |
| Employer contribution / active EE | $728 | $1,915-62.0% | $2,955-75.4% | $1,891-61.5% |
| Participant deferral / active EE | $2,613 | $3,327-21.5% | $4,889-46.6% | $3,080-15.2% |
| Admin fee / account holder | $0 | $4,470-100.0% | $12,841-100.0% | $3,454-100.0% |