Filed October 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $76,669 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP Service code 49 · EIN 95-2834236 | Other Services | $7,000 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,842 | $77,670-19.1% | $109,163-42.4% | $79,393-20.8% |
| Participation rate | 67.1% | 67.8%-0.7pp | 75.9%-8.8pp | 70.7%-3.6pp |
| Annual return | 28.91% | 23.44%+5.5pp | 25.75%+3.2pp | 116.87%-88.0pp |
| Employer contribution / active EE | $2,526 | $2,798-9.7% | $3,723-32.1% | $2,428+4.0% |
| Participant deferral / active EE | $4,911 | $3,518+39.6% | $4,654+5.5% | $4,046+21.4% |
| Admin fee / account holder | $428 | $732-41.5% | $6,754-93.7% | $627-31.6% |