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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $12,666 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,698 | $71,873-68.4% | $86,698-73.8% | $68,490-66.9% |
| Participation rate | 57.9% | 72.2%-14.4pp | 76.6%-18.7pp | 67.9%-10.0pp |
| Annual return | -15.03% | 3.54%-18.6pp | 35.96%-51.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $394 | $2,173-81.9% | $2,837-86.1% | $2,597-84.8% |
| Participant deferral / active EE | $2,387 | $3,779-36.8% | $4,656-48.7% | $4,028-40.7% |
| Admin fee / account holder | $154 | $6,110-97.5% | $7,492-98.0% | $5,403-97.2% |