Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,100 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,563 | $81,494-69.9% | $133,978-81.7% | $73,497-66.6% |
| Participation rate | 44.8% | 76.4%-31.6pp | 79.8%-35.1pp | 70.7%-25.9pp |
| Annual return | 21.16% | 19.40%+1.8pp | 45.10%-23.9pp | 28.51%-7.4pp |
| Employer contribution / active EE | $1,295 | $2,210-41.4% | $3,919-67.0% | $2,270-43.0% |
| Participant deferral / active EE | $1,765 | $3,787-53.4% | $5,047-65.0% | $3,740-52.8% |
| Admin fee / account holder | $31 | $713-95.6% | $8,930-99.6% | $513-93.9% |