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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $28,254 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $199,327 | $176,402+13.0% | $134,155+48.6% | $158,950+25.4% |
| Participation rate | 64.7% | 78.7%-14.0pp | 72.2%-7.5pp | 82.0%-17.3pp |
| Annual return | 13.84% | 63.66%-49.8pp | 36.34%-22.5pp | 302.91%-289.1pp |
| Employer contribution / active EE | $5,418 | $5,042+7.5% | $3,705+46.3% | $4,762+13.8% |
| Participant deferral / active EE | $26,598 | $4,093+549.9% | $3,500+660.0% | $5,983+344.6% |
| Admin fee / account holder | $11 | $8,719-99.9% | $6,685-99.8% | $11,248-99.9% |