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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,308 | $59,834-79.4% | $79,576-84.5% | $68,495-82.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.27% | -12.30%-4.0pp | 0.15%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $901 | $1,505-40.1% | $2,413-62.6% | $2,596-65.3% |
| Participant deferral / active EE | $1,480 | $3,024-51.1% | $3,985-62.9% | $4,028-63.3% |
| Admin fee / account holder | $18 | $4,835-99.6% | $6,834-99.7% | $5,403-99.7% |