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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $7,948 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,463 | $77,817-76.3% | $123,553-85.1% | $64,173-71.2% |
| Participation rate | 98.9% | 74.7%+24.1pp | 82.3%+16.6pp | 69.6%+29.3pp |
| Annual return | -15.64% | 12.49%-28.1pp | 119.21%-134.8pp | 7.63%-23.3pp |
| Employer contribution / active EE | $9,726 | $3,014+222.7% | $4,628+110.2% | $2,381+308.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $31 | $5,519-99.4% | $9,284-99.7% | $4,887-99.4% |