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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 18 · EIN 95-2834236 1055 LPL WAY · FORT MILL, SC 29715 | Recordkeeping fees; Custodial (other ... | $5,150 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 1.68% | 9.03%-7.4pp | 90.61%-88.9pp | 9.29%-7.6pp |
| Employer contribution / active EE | $1,897 | $14,065-86.5% | $32,730-94.2% | $15,168-87.5% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |