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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $2,445 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,110 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,112 | $60,165-86.5% | $74,184-89.1% | $55,167-85.3% |
| Participation rate | 22.5% | 74.2%-51.6pp | 76.6%-54.1pp | 69.0%-46.4pp |
| Annual return | 5.17% | 10.00%-4.8pp | 17.74%-12.6pp | 169.23%-164.1pp |
| Employer contribution / active EE | $118 | $1,600-92.6% | $2,370-95.0% | $1,963-94.0% |
| Participant deferral / active EE | $327 | $2,973-89.0% | $3,550-90.8% | $3,054-89.3% |
| Admin fee / account holder | $74 | $419-82.3% | $5,586-98.7% | $504-85.3% |