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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $84,556-100.0% | $116,228-100.0% | $74,304-100.0% |
| Participation rate | 0.0% | 66.0%-66.0pp | 74.6%-74.6pp | 60.3%-60.3pp |
| Annual return | -100.07% | 18.35%-118.4pp | 90.06%-190.1pp | 29.43%-129.5pp |
| Employer contribution / active EE | $728 | $2,168-66.4% | $2,994-75.7% | $2,241-67.5% |
| Participant deferral / active EE | $2,613 | $3,814-31.5% | $4,953-47.2% | $3,767-30.6% |
| Admin fee / account holder | $0 | $3,792-100.0% | $11,989-100.0% | $2,969-100.0% |