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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $16,760 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 | Accounting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $650 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,293 | $71,883-6.4% | $86,677-22.4% | $68,494-1.8% |
| Participation rate | 47.6% | 72.2%-24.6pp | 76.6%-29.0pp | 67.9%-20.3pp |
| Annual return | 4.40% | 3.52%+0.9pp | 35.91%-31.5pp | -7.84%+12.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,048 | $3,779-45.8% | $4,656-56.0% | $4,027-49.1% |
| Admin fee / account holder | $59 | $6,112-99.0% | $7,493-99.2% | $5,403-98.9% |