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 FINANCIAL2 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $73,696 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $14,271 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,292 | $73,102+45.4% | $123,549-14.0% | $56,287+88.8% |
| Participation rate | 87.2% | 74.3%+12.9pp | 82.3%+4.9pp | 69.9%+17.4pp |
| Annual return | -8.67% | 3.01%-11.7pp | 119.20%-127.9pp | -9.96%+1.3pp |
| Employer contribution / active EE | $291 | $2,977-90.2% | $4,628-93.7% | $2,111-86.2% |
| Participant deferral / active EE | $9,507 | $5,423+75.3% | $6,426+48.0% | $3,350+183.8% |
| Admin fee / account holder | $598 | $554+8.1% | $9,284-93.6% | $521+14.9% |