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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $35,400 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $26,038 |
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 | $24,704 | $37,117-33.4% | $147,617-83.3% | $55,191-55.2% |
| Participation rate | 61.7% | 63.6%-1.9pp | 84.6%-22.9pp | 69.2%-7.4pp |
| Annual return | 2.95% | 3.44%-0.5pp | 61.98%-59.0pp | 10.78%-7.8pp |
| Employer contribution / active EE | $1,086 | $1,620-33.0% | $5,564-80.5% | $1,899-42.8% |
| Participant deferral / active EE | $2,148 | $1,985+8.2% | $4,895-56.1% | $3,046-29.5% |
| Admin fee / account holder | $54 | $86-37.3% | $11,612-99.5% | $91-40.9% |