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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,823 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,878 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,311 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,997 | $108,759-82.5% | $149,745-87.3% | $93,223-79.6% |
| Participation rate | 7.6% | 70.7%-63.1pp | 82.5%-74.9pp | 74.9%-67.3pp |
| Annual return | 17.75% | 19.53%-1.8pp | 276.72%-259.0pp | 19.29%-1.5pp |
| Employer contribution / active EE | $109 | $2,777-96.1% | $4,646-97.7% | $2,680-95.9% |
| Participant deferral / active EE | $190 | $6,149-96.9% | $6,843-97.2% | $4,563-95.8% |
| Admin fee / account holder | $132 | $81+63.0% | $9,312-98.6% | $79+66.2% |