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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC-RPLP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $27,366 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $14,679 |
EIDE BAILLY LLP2+ years Service code 10 · EIN 45-0250958 | Accounting | $5,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,610 | $76,552+28.8% | $123,892-20.4% | $62,891+56.8% |
| Participation rate | 58.3% | 73.0%-14.6pp | 81.4%-23.1pp | 69.3%-11.0pp |
| Annual return | 5.64% | 18.68%-13.0pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,653 | $2,883-42.6% | $4,617-64.2% | $2,281-27.5% |
| Participant deferral / active EE | $5,850 | $4,840+20.9% | $5,984-2.2% | $3,203+82.6% |
| Admin fee / account holder | $172 | $4,826-96.4% | $8,357-97.9% | $4,296-96.0% |