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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: NEXT FINANCIAL GROUP, INC. Service code 27 522 HIGH MEADOWS DR · SUGAR LAND, TX 77479 | Advisory (Plan) | $7,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,374 | $80,753-57.4% | $136,298-74.8% | $62,293-44.8% |
| Participation rate | 12.2% | 73.5%-61.3pp | 81.9%-69.7pp | 69.5%-57.3pp |
| Annual return | 51.64% | 35.83%+15.8pp | 5156.27%-5104.6pp | 28.90%+22.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $639 | $5,164-87.6% | $6,247-89.8% | $3,169-79.8% |
| Admin fee / account holder | $3 | $525-99.4% | $9,244-100.0% | $479-99.3% |