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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $21,595 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 1 BEACON ST FL 22 · BOSTON, MA 021083107 | Advisory (Plan) | $20,634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,920 | $74,706-39.9% | $75,717-40.7% | $79,393-43.4% |
| Participation rate | 43.3% | 75.3%-32.0pp | 74.8%-31.5pp | 70.7%-27.4pp |
| Annual return | 21.87% | 18.52%+3.3pp | 104.58%-82.7pp | 116.87%-95.0pp |
| Employer contribution / active EE | $1,526 | $2,590-41.1% | $2,743-44.4% | $2,428-37.1% |
| Participant deferral / active EE | $1,394 | $3,533-60.5% | $3,821-63.5% | $4,046-65.5% |
| Admin fee / account holder | $212 | $374-43.3% | $3,619-94.1% | $627-66.1% |