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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Service code 99 · EIN 04-3046611 | Other Fees | $8,528 |
PENSION ASSURANCE LLP1 year Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 49 | Other Services | $1,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,003 | $62,166-58.2% | $81,286-68.0% | $74,429-65.1% |
| Participation rate | 46.1% | 64.1%-17.9pp | 69.5%-23.4pp | 67.2%-21.1pp |
| Annual return | 11.76% | 16.50%-4.7pp | 24.80%-13.0pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,463-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $3,223-100.0% | $3,883-100.0% | $4,348-100.0% |
| Admin fee / account holder | $24 | $1,925-98.7% | $5,764-99.6% | $1,944-98.8% |