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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COLUMBIA BENEFITS CONSULTANTS, INC Service code 14 · EIN 52-1904735 9841 BROKEN LAND PARKWAY, SUITE 120 · COLUMBIA, MD 21046 | Plan Administrator | $62,753 |
LPL FINANCIAL8+ years Service code 27 · EIN 95-2834236 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 921211968 | Advisory (Plan) | $54,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $32,893 | $81,908-59.8% | $90,749-63.8% | $64,808-49.2% |
| Participation rate | 34.7% | 80.5%-45.8pp | 75.7%-41.0pp | 71.5%-36.8pp |
| Annual return | -17.24% | -12.53%-4.7pp | -12.16%-5.1pp | 32.82%-50.1pp |
| Employer contribution / active EE | $888 | $3,065-71.0% | $2,921-69.6% | $2,506-64.6% |
| Participant deferral / active EE | $1,504 | $4,840-68.9% | $4,564-67.0% | $4,310-65.1% |
| Admin fee / account holder | $293 | $157+86.5% | $8,445-96.5% | $188+56.1% |