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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $15,516 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 1 BEACON ST FL 22 · BOSTON, MA 021083107 | Advisory (Plan) | $9,411 |
Filed as: BENSLER LLC DBA SSC Service code 27 10900 NE 8TH STREET · BELLEVUE, WA 980044458 | Advisory (Plan) | $6,105 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,408 | $83,884-57.8% | $64,101-44.8% | $74,460-52.4% |
| Participation rate | 44.5% | 76.6%-32.1pp | 72.3%-27.8pp | 70.7%-26.2pp |
| Annual return | 8.91% | 16.57%-7.7pp | 33.72%-24.8pp | 34.38%-25.5pp |
| Employer contribution / active EE | $1,584 | $3,084-48.6% | $2,749-42.4% | $2,638-40.0% |
| Participant deferral / active EE | $1,343 | $3,692-63.6% | $3,881-65.4% | $4,530-70.4% |
| Admin fee / account holder | $157 | $196-19.9% | $3,070-94.9% | $348-54.8% |