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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $17,386 |
BPM LLP1 year Service code 10 · EIN 81-4234542 | Accounting | $12,910 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,174 | $84,948-20.9% | $70,494-4.7% | $73,412-8.5% |
| Participation rate | 30.2% | 79.9%-49.8pp | 75.1%-44.9pp | 72.2%-42.0pp |
| Annual return | 15.30% | 13.39%+1.9pp | 109.16%-93.9pp | 59.30%-44.0pp |
| Employer contribution / active EE | $189 | $2,834-93.3% | $2,738-93.1% | $2,234-91.5% |
| Participant deferral / active EE | $2,176 | $3,387-35.7% | $3,711-41.3% | $3,806-42.8% |
| Admin fee / account holder | $35 | $98-64.5% | $3,848-99.1% | $158-77.9% |