Filed August 10, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,760 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $14,324 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $757 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,209 | $47,898-32.8% | $117,472-72.6% | $64,808-50.3% |
| Participation rate | 18.8% | 61.9%-43.1pp | 70.6%-51.8pp | 71.5%-52.6pp |
| Annual return | -18.37% | -15.54%-2.8pp | 29.74%-48.1pp | 32.82%-51.2pp |
| Employer contribution / active EE | $804 | $1,774-54.7% | $4,176-80.8% | $2,506-67.9% |
| Participant deferral / active EE | $1,434 | $3,151-54.5% | $4,070-64.8% | $4,310-66.7% |
| Admin fee / account holder | $90 | $132-32.1% | $5,645-98.4% | $188-52.3% |