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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $4,966 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,011 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,737 | $82,674-73.7% | $125,363-82.7% | $68,495-68.3% |
| Participation rate | 19.1% | 75.0%-55.9pp | 82.4%-63.2pp | 67.9%-48.7pp |
| Annual return | -16.32% | -5.97%-10.3pp | 572.15%-588.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,196 | $6,111-47.7% | $7,447-57.1% | $4,028-20.6% |
| Admin fee / account holder | $12 | $6,276-99.8% | $10,005-99.9% | $5,403-99.8% |