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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $26,426 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $9,697 | $80,360-87.9% | $90,161-89.2% | $77,958-87.6% |
| Participation rate | 48.7% | 81.9%-33.2pp | 76.9%-28.2pp | 71.6%-23.0pp |
| Annual return | 15.81% | 24.56%-8.8pp | 34.89%-19.1pp | 20.87%-5.1pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,318-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,642 | $5,829-37.5% | $5,287-31.1% | $3,537+3.0% |
| Admin fee / account holder | $53 | $64-17.6% | $5,943-99.1% | $97-46.1% |