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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,572 | $65,092-62.2% | $143,799-82.9% | $66,938-63.3% |
| Participation rate | 31.9% | 65.2%-33.3pp | 80.3%-48.4pp | 69.8%-37.9pp |
| Annual return | -12.62% | -11.14%-1.5pp | -0.04%-12.6pp | 1.58%-14.2pp |
| Employer contribution / active EE | $134 | $2,362-94.3% | $4,952-97.3% | $2,545-94.7% |
| Participant deferral / active EE | $2,204 | $2,920-24.5% | $5,638-60.9% | $4,238-48.0% |
| Admin fee / account holder | $61 | $502-87.9% | $14,677-99.6% | $594-89.7% |