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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: FINANCIAL ADVOCATES INVESTMENT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $6,063 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,927 |
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 | $54,681 | $50,637+8.0% | $86,582-36.8% | $62,293-12.2% |
| Participation rate | 68.8% | 67.9%+0.9pp | 73.5%-4.8pp | 69.5%-0.8pp |
| Annual return | 13.97% | 20.80%-6.8pp | 965.08%-951.1pp | 28.90%-14.9pp |
| Employer contribution / active EE | $3,567 | $2,075+71.9% | $2,839+25.6% | $2,042+74.7% |
| Participant deferral / active EE | $1,772 | $2,611-32.1% | $3,609-50.9% | $3,169-44.1% |
| Admin fee / account holder | $300 | $413-27.4% | $4,904-93.9% | $479-37.4% |