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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL INC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,000 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $7,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $25,367 | $57,096-55.6% | $94,228-73.1% | $55,191-54.0% |
| Participation rate | 67.4% | 75.7%-8.3pp | 78.8%-11.4pp | 69.2%-1.8pp |
| Annual return | 7.22% | 159.65%-152.4pp | 10.68%-3.5pp | 10.78%-3.6pp |
| Employer contribution / active EE | $369 | $1,708-78.4% | $3,587-89.7% | $1,899-80.6% |
| Participant deferral / active EE | $1,870 | $3,165-40.9% | $4,320-56.7% | $3,046-38.6% |
| Admin fee / account holder | $122 | $89+37.2% | $6,269-98.0% | $91+34.8% |