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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $142,984 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,845 |
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.
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 | $0 | $943,036-100.0% | $943,036-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | -2.01% | 4.96%-7.0pp | 5.62%-7.6pp | 13.05%-15.1pp |
| Employer contribution / active EE | $23,077 | $47,340-51.3% | $37,825-39.0% | $37,652-38.7% |
| Participant deferral / active EE | $0 | $0 | $0 | $48-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $31,365-100.0% |