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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $13,675 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,324 |
MATTHEWS BENEFIT GROUP, INC.2+ years Service code 13 701 94TH AVENUE NORTH · ST PETERSBURG, FL 33704 | Contract Administrator | $4,440 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREEDWOOD VILLAGE, CO 80111 | Investment Management | $1,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,432 | $77,638-26.0% | $156,551-63.3% | $62,881-8.7% |
| Participation rate | 40.5% | 71.2%-30.7pp | 84.0%-43.5pp | 69.3%-28.8pp |
| Annual return | 6.01% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $520 | $3,444-84.9% | $5,501-90.5% | $2,281-77.2% |
| Participant deferral / active EE | $2,951 | $3,046-3.1% | $4,871-39.4% | $3,203-7.9% |
| Admin fee / account holder | $193 | $5,561-96.5% | $13,028-98.5% | $4,296-95.5% |