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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $11,455 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,580 |
ASCENSUS LLC1 year Filed as: ASCENSUS DBA FUTUREPLAN ADMIN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $5,950 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,093 | $106,230-83.9% | $147,080-88.4% | $77,736-78.0% |
| Participation rate | 27.0% | 78.4%-51.4pp | 82.2%-55.2pp | 70.6%-43.6pp |
| Annual return | 21.82% | 56.91%-35.1pp | 420.17%-398.4pp | 31.26%-9.4pp |
| Employer contribution / active EE | $663 | $4,072-83.7% | $4,933-86.6% | $2,728-75.7% |
| Participant deferral / active EE | $1,321 | $8,001-83.5% | $8,066-83.6% | $4,651-71.6% |
| Admin fee / account holder | $76 | $338-77.4% | $12,989-99.4% | $433-82.4% |