Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $25,218 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $522 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,209 | $70,106-89.7% | $80,977-91.1% | $63,975-88.7% |
| Participation rate | 54.3% | 79.4%-25.1pp | 75.8%-21.5pp | 71.1%-16.8pp |
| Annual return | 9.37% | 13.93%-4.6pp | 17.11%-7.7pp | 48.65%-39.3pp |
| Employer contribution / active EE | $0 | $2,042-100.0% | $3,715-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,331 | $5,245-36.5% | $5,696-41.5% | $3,356-0.8% |
| Admin fee / account holder | $37 | $57-34.8% | $5,517-99.3% | $70-47.2% |