Filed August 10, 2018 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,170 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $12,770 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $725 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,993 | $53,344-34.4% | $121,169-71.1% | $74,440-53.0% |
| Participation rate | 25.1% | 60.0%-34.9pp | 69.5%-44.4pp | 70.7%-45.6pp |
| Annual return | 9.21% | 35.15%-25.9pp | 986.71%-977.5pp | 34.37%-25.2pp |
| Employer contribution / active EE | $770 | $1,898-59.4% | $4,168-81.5% | $2,638-70.8% |
| Participant deferral / active EE | $1,135 | $3,221-64.8% | $4,083-72.2% | $4,529-74.9% |
| Admin fee / account holder | $78 | $382-79.6% | $5,645-98.6% | $348-77.6% |