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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 99 · EIN 04-3046611 | Other Fees | $26,624 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,566 | $71,192-17.7% | $117,861-50.3% | $62,293-6.0% |
| Participation rate | 50.9% | 74.2%-23.4pp | 79.7%-28.8pp | 69.5%-18.6pp |
| Annual return | 16.42% | 18.66%-2.2pp | 335.11%-318.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,494 | $3,189-21.8% | $4,482-44.4% | $3,169-21.3% |
| Admin fee / account holder | $2 | $587-99.6% | $8,021-100.0% | $479-99.5% |