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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,224 | $88,890-58.1% | $102,423-63.7% | $77,643-52.1% |
| Participation rate | 78.4% | 80.9%-2.5pp | 76.5%+1.9pp | 70.6%+7.9pp |
| Annual return | 9.09% | 24.98%-15.9pp | 29.32%-20.2pp | 31.24%-22.1pp |
| Employer contribution / active EE | $1,020 | $2,698-62.2% | $3,023-66.3% | $2,726-62.6% |
| Participant deferral / active EE | $3,252 | $5,145-36.8% | $5,053-35.6% | $4,647-30.0% |
| Admin fee / account holder | $89 | $235-62.4% | $9,451-99.1% | $430-79.4% |