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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $11,784 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,918 | $67,602-29.1% | $82,312-41.8% | $70,126-31.7% |
| Participation rate | 69.5% | 72.8%-3.3pp | 76.9%-7.4pp | 69.5%0pp |
| Annual return | 16.95% | 21.57%-4.6pp | 25.88%-8.9pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,693 | $1,755-3.5% | $2,428-30.3% | $2,343-27.7% |
| Participant deferral / active EE | $2,721 | $2,987-8.9% | $3,706-26.6% | $3,332-18.3% |
| Admin fee / account holder | $225 | $4,512-95.0% | $5,608-96.0% | $4,645-95.2% |