Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MGM Service code 27 · EIN 27-0435466 | Advisory (Plan) | $16,032 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,272 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,525 | $64,286-72.7% | $106,387-83.5% | $55,725-68.6% |
| Participation rate | 76.6% | 75.2%+1.4pp | 77.5%-0.9pp | 70.9%+5.7pp |
| Annual return | -1.52% | 0.84%-2.4pp | 0.25%-1.8pp | 244.93%-246.5pp |
| Employer contribution / active EE | $355 | $2,367-85.0% | $3,520-89.9% | $2,078-82.9% |
| Participant deferral / active EE | $4,011 | $4,158-3.5% | $5,421-26.0% | $3,356+19.5% |
| Admin fee / account holder | $23 | $102-77.6% | $7,510-99.7% | $115-80.1% |