Filed March 1, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,220 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,807 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,338 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,031 | $122,042-32.0% | $184,260-54.9% | $74,459+11.5% |
| Participation rate | 87.0% | 85.5%+1.5pp | 86.8%+0.2pp | 67.2%+19.8pp |
| Annual return | 12.03% | 19.91%-7.9pp | 28.84%-16.8pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $3,092 | $4,537-31.9% | $6,427-51.9% | $2,626+17.7% |
| Participant deferral / active EE | $3,878 | $7,143-45.7% | $9,133-57.5% | $4,350-10.9% |
| Admin fee / account holder | $357 | $1,252-71.5% | $13,898-97.4% | $1,945-81.6% |