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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,008 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $8,609 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,494 |
Annual investment return 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.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,224 | $89,123-58.2% | $102,460-63.7% | $77,762-52.1% |
| Participation rate | 78.4% | 80.9%-2.5pp | 76.5%+1.9pp | 70.6%+7.8pp |
| Annual return | 9.09% | 25.05%-16.0pp | 29.47%-20.4pp | 31.27%-22.2pp |
| Employer contribution / active EE | $1,020 | $2,700-62.2% | $3,025-66.3% | $2,728-62.6% |
| Participant deferral / active EE | $3,252 | $5,148-36.8% | $5,056-35.7% | $4,651-30.1% |
| Admin fee / account holder | $89 | $236-62.5% | $9,460-99.1% | $433-79.5% |