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 FINANCIAL3+ years Filed as: LPL RPCP Service code 27 · EIN 27-5273468 | Advisory (Plan) | $49,442 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $21,294 |
STRATOS WEALTH PARTNERS3+ years Filed as: STRATOS WEALTH PTRS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $3,417,356 | $63,314+5297.5% | $91,004+3655.2% | $62,293+5385.9% |
| Participation rate | 2.7% | 73.3%-70.6pp | 75.6%-72.9pp | 69.5%-66.8pp |
| Annual return | 20.51% | 21.00%-0.5pp | 4.60%+15.9pp | 28.90%-8.4pp |
| Employer contribution / active EE | $2,881 | $1,807+59.4% | $2,456+17.3% | $2,042+41.1% |
| Participant deferral / active EE | $4,885 | $2,944+65.9% | $3,548+37.7% | $3,169+54.1% |
| Admin fee / account holder | $12,519 | $468+2577.4% | $5,417+131.1% | $479+2511.7% |