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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: CLEARPOINT FINANCIAL Service code 17 600 108TH AVE NE · BELLEVUE, WA 98004 | Pension Consulting | $219 |
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.
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 | $405 | $57,103-99.3% | $87,502-99.5% | $57,658-99.3% |
| Participation rate | 72.3% | 64.3%+7.9pp | 73.8%-1.6pp | 70.2%+2.0pp |
| Annual return | 0.00% | 12.71%-12.7pp | 12.21%-12.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $1,107-100.0% | $2,550-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $362 | $2,250-83.9% | $3,149-88.5% | $3,061-88.2% |
| Admin fee / account holder | $1 | $281-99.7% | $4,221-100.0% | $95-99.2% |