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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,115 |
LPL FINANCIAL5 years Service code 22 | Insurance Broker | $7,038 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $9,254 | $34,634-73.3% | $77,100-88.0% | $64,824-85.7% |
| Participation rate | 26.1% | 49.8%-23.7pp | 67.9%-41.8pp | 71.5%-45.4pp |
| Annual return | -17.49% | -5.31%-12.2pp | 42.35%-59.8pp | 32.84%-50.3pp |
| Employer contribution / active EE | $87 | $1,385-93.7% | $2,815-96.9% | $2,507-96.5% |
| Participant deferral / active EE | $817 | $2,553-68.0% | $4,430-81.6% | $4,311-81.0% |
| Admin fee / account holder | $110 | $178-38.1% | $5,443-98.0% | $188-41.3% |