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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,076 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC RPCP Service code 27 | Advisory (Plan) | $32,397 |
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 | Contract Administrator | $21,236 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,495 | $46,332-23.4% | $143,797-75.3% | $64,824-45.2% |
| Participation rate | 57.5% | 64.2%-6.8pp | 80.3%-22.8pp | 71.5%-14.0pp |
| Annual return | -12.23% | -10.05%-2.2pp | -0.04%-12.2pp | 32.84%-45.1pp |
| Employer contribution / active EE | $1,405 | $1,911-26.5% | $4,952-71.6% | $2,507-43.9% |
| Participant deferral / active EE | $1,879 | $2,647-29.0% | $5,638-66.7% | $4,311-56.4% |
| Admin fee / account holder | $193 | $154+25.8% | $14,679-98.7% | $188+3.0% |