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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $21,375 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,221 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,406 | $81,948-73.9% | $90,760-76.4% | $64,819-67.0% |
| Participation rate | 68.1% | 80.5%-12.3pp | 75.7%-7.6pp | 71.5%-3.4pp |
| Annual return | -13.83% | -12.53%-1.3pp | -12.16%-1.7pp | 32.84%-46.7pp |
| Employer contribution / active EE | $1,943 | $3,067-36.7% | $2,922-33.5% | $2,507-22.5% |
| Participant deferral / active EE | $1,624 | $4,844-66.5% | $4,565-64.4% | $4,311-62.3% |
| Admin fee / account holder | $184 | $157+17.2% | $8,444-97.8% | $188-2.0% |