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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Service code 99 · EIN 04-3046611 | Other Fees | $8,399 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,731 | $56,438-59.7% | $76,872-70.4% | $71,511-68.2% |
| Participation rate | 46.7% | 64.3%-17.6pp | 69.6%-22.9pp | 67.9%-21.2pp |
| Annual return | 6.14% | 19.05%-12.9pp | 37.90%-31.8pp | 28.86%-22.7pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,533-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,832-100.0% | $4,291-100.0% |
| Admin fee / account holder | $20 | $1,430-98.6% | $5,476-99.6% | $1,588-98.8% |