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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,255 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC RPCP Service code 27 | Advisory (Plan) | $31,665 |
DEFINITI LLC3 years Service code 13 · EIN 85-0833363 | Contract Administrator | $15,328 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
LPL FINANCIAL7 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,317 | $47,180-25.1% | $149,723-76.4% | $74,473-52.6% |
| Participation rate | 60.4% | 63.4%-3.0pp | 78.8%-18.4pp | 70.7%-10.4pp |
| Annual return | 15.23% | 22.75%-7.5pp | 134.50%-119.3pp | 34.36%-19.1pp |
| Employer contribution / active EE | $1,495 | $1,907-21.6% | $4,821-69.0% | $2,638-43.3% |
| Participant deferral / active EE | $1,933 | $2,730-29.2% | $5,682-66.0% | $4,530-57.3% |
| Admin fee / account holder | $161 | $343-52.9% | $13,215-98.8% | $347-53.5% |