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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $47,347 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,733 | $65,223-22.2% | $80,022-36.6% | $55,725-9.0% |
| Participation rate | 52.1% | 80.6%-28.5pp | 75.8%-23.7pp | 70.9%-18.8pp |
| Annual return | -3.05% | 7.59%-10.6pp | 11.22%-14.3pp | 244.93%-248.0pp |
| Employer contribution / active EE | $1,145 | $2,544-55.0% | $2,468-53.6% | $2,078-44.9% |
| Participant deferral / active EE | $2,327 | $3,881-40.0% | $3,686-36.9% | $3,356-30.7% |
| Admin fee / account holder | $103 | $114-10.1% | $6,521-98.4% | $115-10.9% |