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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 99 · EIN 04-3046611 | Other Fees | $20,339 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $5,834 |
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 | $43,976 | $57,096-23.0% | $94,229-53.3% | $55,191-20.3% |
| Participation rate | 37.0% | 75.7%-38.7pp | 78.8%-41.8pp | 69.2%-32.1pp |
| Annual return | 0.06% | 159.65%-159.6pp | 10.68%-10.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $119 | $1,708-93.0% | $3,587-96.7% | $1,899-93.7% |
| Participant deferral / active EE | $2,154 | $3,165-31.9% | $4,320-50.1% | $3,046-29.3% |
| Admin fee / account holder | $9 | $89-89.4% | $6,269-99.8% | $91-89.6% |