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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 26 · EIN 91-0850651 | Advisory (Participants) | $6,529 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 37 · EIN 35-0145825 | Loan Processing | $5,343 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,462 | $46,732-73.3% | $156,551-92.0% | $55,167-77.4% |
| Participation rate | 65.0% | 65.8%-0.8pp | 84.0%-19.0pp | 69.0%-4.0pp |
| Annual return | -0.81% | 17.72%-18.5pp | 32.23%-33.0pp | 169.23%-170.0pp |
| Employer contribution / active EE | $373 | $2,105-82.3% | $5,501-93.2% | $1,963-81.0% |
| Participant deferral / active EE | $524 | $2,204-76.2% | $4,871-89.2% | $3,054-82.8% |
| Admin fee / account holder | $83 | $418-80.1% | $13,028-99.4% | $504-83.4% |