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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $8,739 |
Service code 37 · EIN 04-2647786 | Loan Processing | $356 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,100 | $43,411-53.7% | $94,993-78.8% | $69,631-71.1% |
| Participation rate | 59.9% | 64.4%-4.5pp | 73.9%-14.0pp | 70.7%-10.8pp |
| Annual return | 43.68% | 22.54%+21.1pp | 27.14%+16.5pp | 27571.02%-27527.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $2,603-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,914 | $2,384+106.1% | $3,317+48.2% | $3,224+52.4% |
| Admin fee / account holder | $1 | $87-98.5% | $4,960-100.0% | $110-98.8% |