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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $13,328 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,110 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,688 | $82,979-82.3% | $102,412-85.7% | $77,736-81.1% |
| Participation rate | 28.0% | 71.5%-43.5pp | 74.5%-46.5pp | 70.6%-42.6pp |
| Annual return | 14.39% | 19.11%-4.7pp | 24.94%-10.6pp | 31.26%-16.9pp |
| Employer contribution / active EE | $919 | $3,554-74.1% | $3,870-76.3% | $2,728-66.3% |
| Participant deferral / active EE | $1,511 | $4,109-63.2% | $5,060-70.1% | $4,651-67.5% |
| Admin fee / account holder | $40 | $639-93.7% | $8,388-99.5% | $433-90.8% |