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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $6,880 |
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $4,816 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,086 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,950 | $79,209-54.6% | $102,434-64.9% | $74,459-51.7% |
| Participation rate | 36.6% | 74.8%-38.1pp | 76.5%-39.9pp | 67.2%-30.6pp |
| Annual return | 5.25% | 54.98%-49.7pp | 29.46%-24.2pp | 1369.70%-1364.5pp |
| Employer contribution / active EE | $977 | $2,362-58.6% | $3,023-67.7% | $2,626-62.8% |
| Participant deferral / active EE | $1,171 | $4,417-73.5% | $5,055-76.8% | $4,350-73.1% |
| Admin fee / account holder | $74 | $2,002-96.3% | $9,462-99.2% | $1,945-96.2% |