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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $12,406 |
Filed as: PENSIONMARK SECURITIES LLC Service code 55 24 E COTA ST · SANTA BARBARA, CA 93101 | Other Commissions | $3,092 |
Service code 37 · EIN 04-2647786 | Loan Processing | $794 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,189 | $37,591-49.0% | $90,657-78.8% | $55,725-65.6% |
| Participation rate | 70.6% | 66.4%+4.3pp | 74.0%-3.4pp | 70.9%-0.2pp |
| Annual return | -4.54% | -3.20%-1.3pp | 1.89%-6.4pp | 244.93%-249.5pp |
| Employer contribution / active EE | $0 | $1,302-100.0% | $2,532-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,687 | $2,643+115.2% | $3,424+66.1% | $3,356+69.5% |
| Admin fee / account holder | $2 | $100-97.8% | $4,994-100.0% | $115-98.1% |