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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $13,905 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,835 | $75,183-64.3% | $123,894-78.3% | $55,167-51.4% |
| Participation rate | 95.2% | 72.8%+22.4pp | 81.4%+13.8pp | 69.0%+26.2pp |
| Annual return | -14.29% | 19.01%-33.3pp | 47.52%-61.8pp | 169.23%-183.5pp |
| Employer contribution / active EE | $8,059 | $2,823+185.4% | $4,617+74.6% | $1,963+310.6% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $54 | $663-91.8% | $8,357-99.4% | $504-89.3% |